Rob Marckel

Examiner
DISC Type : cs

Managing Director - Institutional Equity Sales at Raymond James Financial, Inc.

Manhattan Beach, California, United States

Overview

Rob has no verified overview

Personality Overview

Status Quo Seeker

Process Oriented

Late Adopter

They are always well-planned and adopt a systematic approach.  Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Rob has no verified topics they care about

Media Appearances

Rob has no verified media appearances

Work History

5-2010
Managing Director - Institutional Equity Sales at Raymond James Financial, Inc.
1996 - 2010
Director/Senior Vice President - Institutional Equity Sales at KeyBanc Capital Markets
6-1992 - 4-1996
Vice President - Commercial Banker at National City Bank

Education

1992 - 1994
Master of Business Administration (MBA) from John Carroll University

More Information

Social Presence :

Prographics :

Exp : 33 Location : Manhattan Beach, California, United States Job Level : Mid-senior Designation : Managing Director - Institutional Equity Sales at Raymond James Financial, Inc.
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Insights For Selling To Rob

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rob is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Rob

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Rob move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Rob take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Rob

Personality Compatibility


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