Robert Zimmer

Captain
DISC Type : SD

President, Financial Advisor at The Zimmer Financial Group, LLC

Westminster, Maryland, United States

Overview

Robert has no verified overview

Personality Overview

Consummate Professional

Long-Term Thinker

Decisive But Calm

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Robert has no verified topics they care about

Media Appearances

Robert has no verified media appearances

Work History

3-2020
President, Financial Advisor at The Zimmer Financial Group, LLC
4-2017 - 3-2020
Financial Advisor at Benjamin F. Edwards & Co.
2-2014 - 4-2017
Partner, Financial Advisor at Camden Planning Group, LLC
4-2010 - 2-2014
President, Financial Advisor at The Zimmer Financial Group, LLC

Education

1987 - 1990
Bachelor of Arts (B.A.) from McDaniel College

More Information

Social Presence :

Prographics :

Exp : 15 Location : Westminster, Maryland, United States Job Level : N/A Designation : President, Financial Advisor at The Zimmer Financial Group, LLC
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Robert

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Robert take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Robert

Personality Compatibility


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