Robert Amato, CFP®, CIMA®

Inquirer
DISC Type : cd

Principal at Compass Wealth Management

Atlanta, Georgia, United States

Overview

Robert has no verified overview

Personality Overview

Hard To Convince

Demanding

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact.

Topics They Care About

Robert has no verified topics they care about

Media Appearances

Robert has no verified media appearances

Work History

1-2021
Principal at Compass Wealth Management
3-2011 - 1-2021
Managing Partner at Compass Wealth Management
1-2006 - 3-2011
Vice President/Senior Portfolio Manager at Morgan Stanley Smith Barney
Senior Financial Advisor at Merrill Lynch
Senior Financial Specialist at First Union

Education

2007 - 2008
CIMA from The Wharton School
1992 - 1996
BBA from The University of Georgia

More Information

Social Presence :

Prographics :

Exp : 20 Location : Atlanta, Georgia, United States Job Level : Junior Designation : Principal at Compass Wealth Management
URL has been copied!

Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Make sure that you you respond to any queries from them quickly
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Refrain from asking too many questions
  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Robert

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Robert take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Robert

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.