Rob Simpson (DipFA, CeMAP, PETR, Chartered MCSI)

Examiner
DISC Type : sc

Owner and Financial Adviser at RDS Financial Planning

Cleckheaton, England, United Kingdom

Overview

Rob has no verified overview

Personality Overview

Overcautious

Status Quo Seeker

Process Oriented

The only way to convince them is by showing them examples and ample proof.  They are thorough and always follow a systematic approach. Being observant comes to them naturally.

Topics They Care About

Rob has no verified topics they care about

Media Appearances

Rob has no verified media appearances

Work History

1-2021
Owner and Financial Adviser at RDS Financial Planning
4-2016 - 1-2021
Area Mortgage Manager at TSB Bank
3-2015 - 4-2016
Area Capability Manager at TSB Bank
1-2013 - 3-2015
Bank Manager at TSB Bank

Education

Education details unavailable from LIBF
Accounting and Finance from The Chartered Institute for Securities & Investment (The CISI)

More Information

Social Presence :

Prographics :

Exp : 13 Location : Cleckheaton, England, United Kingdom Job Level : N/A Designation : Owner and Financial Adviser at RDS Financial Planning
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Insights For Selling To Rob

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • 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

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rob is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Rob

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Rob move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Rob take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Rob

Personality Compatibility


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