Robert L. Smallwood, Jr. CPA

Enthusiast
DISC Type : i

Senior Retirement Plan Consultant at Beard Pension Services, Inc.

Canfield, Ohio, United States

Overview

Robert has no verified overview

Personality Overview

Story Driven

Non-Confrontational

Amiable & Agreeable

They prefer to build relationships rather than staying totally transactional.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Robert has no verified topics they care about

Media Appearances

Robert has no verified media appearances

Work History

7-2004
Senior Retirement Plan Consultant at Beard Pension Services, Inc.
7-2004
Senior Financial Advisor at Beard Investment Services, Inc.
7-2002 - 7-2004
DeBartolo Corporation/San Francisco 49ers at Debartolo Corporation
7-1999 - 7-2002
Manager at Deloitte & Touche
5-1992 - 7-1999
Supervisor at Hill, Barth & King LLC

Education

1988 - 1992
BSBA from John Carroll University

More Information

Social Presence :

Prographics :

Exp : 33 Location : Canfield, Ohio, United States Job Level : Senior Designation : Senior Retirement Plan Consultant at Beard Pension Services, Inc.
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Insights For Selling To Robert L.

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Invite them for a lunch or a drink/coffee
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t be too formal with them, they trust informality more
  • Avoid overloading them with too much information
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert L. is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Robert L.

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Robert L. move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Robert L. take some risk or not?

  • They can take some low-probability risks if needed.

You And Robert L.

Personality Compatibility


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