Roy Gagaza

Commander
DISC Type : D

Founder and CEO at JOURNEY WEALTH MANAGEMENT LLC

Honolulu County, Hawaii, United States

Overview

Roy has no verified overview

Personality Overview

Very Quick

Decisive

Strong-Willed

They are not focused on building rapport and relationships.  They like to act fast and expect others to do the same. They like to be in a position where they can control the conversation and terms.

Topics They Care About

Roy has no verified topics they care about

Media Appearances

Roy has no verified media appearances

Work History

1-2010
Founder and CEO at JOURNEY WEALTH MANAGEMENT LLC
2-2010 - 10-2015
Registered Representative at Gradient Securities LLC
1-2009 - 2-2010
Registered Representative at SagePoint Financial
10-2005 - 1-2009
Registered Representative at AIG Financial Advisors
5-1986 - 9-2008
Army Officer at US Army

Education

1984 - 1988
Bachelor of Applied Science - BASc from San José State University

More Information

Social Presence :

Prographics :

Exp : 29 Location : Honolulu County, Hawaii, United States Job Level : Leadership Designation : Founder and CEO at JOURNEY WEALTH MANAGEMENT LLC
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Insights For Selling To Roy

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Make sure that you circle back fast on any action items, it wins their trust
  • Be respectful but crisp

DONT's

  • Do not spend too much time focusing on product tech or features
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Roy is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Roy

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Roy move?

  • They can take decisions very fast if you manage to convince them.
  • Can Roy take some risk or not?

  • The risks don’t matter much to them.

You And Roy

Personality Compatibility


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