Robert Berg, CPA

Energizer
DISC Type : I

Chief Financial Officer at Benchmark Mortgage

Colleyville, Texas, United States

Overview

Robert has no verified overview

Personality Overview

Relationship Oriented

Big Picture Person

Enthusiastic

They are really good at seeing what the long-term impacts of their decisions could be.  They are always positive and upbeat, so take their promises with a pinch of salt. They are friendly, approachable and love to make new connections.

Topics They Care About

Robert has no verified topics they care about

Media Appearances

Robert has no verified media appearances

Work History

2013
Chief Financial Officer at Benchmark Mortgage
2008 - 2013
Vice President & Controller at Advance Business Capital LLC
2005 - 2008
Business Consultant at Jefferson Wells International
2003 - 2005
Director of Finance at Centex Home Equity Corporation
2001 - 2003
Chief Financial Officer at Equity Solutions Corp

Education

Bachelor of Business Administration (BBA) from The University of Texas at Arlington

More Information

Social Presence :

Prographics :

Exp : 37 Location : Colleyville, Texas, United States Job Level : Leadership Designation : Chief Financial Officer at Benchmark Mortgage
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Do some small talk, ask them how things are going on their side
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid overloading them with too much detail
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Robert

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Robert take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Robert

Personality Compatibility


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