Russell Bancroft

Questioner
DISC Type : c

Vice President | Financial Advisor | Wealth Advisor at Morgan Stanley

Elmira-Corning Area, United States

Overview

Russell has no verified overview

Personality Overview

Price-Sensitive

Value Seeker

Systematic

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to analyze every situation thoroughly.


Topics They Care About

Russell has no verified topics they care about

Media Appearances

Russell has no verified media appearances

Work History

12-1998
Vice President | Financial Advisor | Wealth Advisor at Morgan Stanley

Education

Bachelor of Science from Cornell University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Elmira-Corning Area, United States Job Level : Senior Designation : Vice President | Financial Advisor | Wealth Advisor at Morgan Stanley
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Insights For Selling To Russell

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Tell them that you will come back if you don’t have a good answer for a question
  • Back up any claims with data and numbers

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Russell is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Russell

  • 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 Russell move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Russell take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Russell

Personality Compatibility


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