Robert Stein, CFA

Questioner
DISC Type : c

Deputy Chief Economist at First Trust Advisors L.P.

Vienna, Virginia, United States

Overview

Robert has no verified overview

Personality Overview

Systematic

Cautious & Analytical

Not Easily Convinced

They prefer to fully evaluate every situation.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Robert has no verified topics they care about

Media Appearances

Robert has no verified media appearances

Work History

12-2006
Deputy Chief Economist at First Trust Advisors L.P.
1-2003 - 11-2006
DAS, Macroeconomic Analysis at Department of Treasury
1-2001 - 1-2003
Chief Economist at Senate Budget Committee
1-1999 - 1-2001
Subcommittee Staff Director at Senate Banking Committee
1-1996 - 1-2001
Senior Economist at Joint Economic Committee

Education

1983 - 1987
BA from Georgetown University
1987 - 1990
JD from The George Washington University Law School

More Information

Social Presence :

Prographics :

Exp : 33 Location : Vienna, Virginia, United States Job Level : N/A Designation : Deputy Chief Economist at First Trust Advisors L.P.
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Robert

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Robert take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Robert

Personality Compatibility


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