Russell Holmes, MBA, CFP®

Critic
DISC Type : C

Financial Advisor at Baystate Financial

Suffolk County, Massachusetts, United States

Overview

Russell has no verified overview

Personality Overview

Critic

Information Seeker

Negotiator

They don’t appreciate bells and whistles unless backed by data.  They are quite likely to negotiate on pricing or other key terms. They choose to analyze logically and value facts to emotions.

Topics They Care About

Russell has no verified topics they care about

Media Appearances

Russell has no verified media appearances

Work History

9-2016
Financial Advisor at Baystate Financial
1-2011
Massachusetts State Representative at Commonwealth of Massachusetts
1-2004 - 9-2016
Financial Advisor, CFP, MBA at Ameriprise Financial Services, Inc.
9-1991 - 12-2003
Small Business Owner at Beacon Video Stop
Technical Sales Manager at Brooks PRI Automation

Education

1997 - 1999
MBA from D'Amore-McKim School of Business at Northeastern University
1987 - 1992
Bachelors from Boston University College of Engineering

More Information

Social Presence :

Prographics :

Exp : 34 Location : Suffolk County, Massachusetts, United States Job Level : Junior Designation : Financial Advisor at Baystate Financial
URL has been copied!

Insights For Selling To Russell

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try too hard to build a relationship with them
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Russell is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Russell

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Russell move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Russell take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Russell

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.