Sandy Morris

Commander
DISC Type : D

Financial & Investment Advisor | Retirement, Estate & Tax Planner | CEO of Sandy Morris Financial at Sandy Morris Financial and Estate Planning Services, LLC

Tampa, Florida, United States

Overview

Sandy has no verified overview

Personality Overview

Risk-Taker

Impact-Driven

Candid & Clear

They put a lot of effort into ensuring personal success.  They are less concerned about the product and more about its potential impact. They respond well to strong and respectful communication.

Topics They Care About

Sandy has no verified topics they care about

Media Appearances

Sandy has no verified media appearances

Work History

2-2000
Financial & Investment Advisor | Retirement, Estate & Tax Planner | CEO of Sandy Morris Financial at Sandy Morris Financial and Estate Planning Services, LLC
2-2000
Wealth & Investment Coach | LTC & Life Insurance Strategist | Asset & Wealth Preservation Advisor at Sandy Morris Financial and Estate Planning Services, LLC
2-2000
Financial & Income Planner | Asset Protection & Legacy Strategist | Wealth Management Consultant at Sandy Morris Financial and Estate Planning Services, LLC

Education

Sandy has no verified education history

More Information

Social Presence :

Prographics :

Exp : 26 Location : Tampa, Florida, United States Job Level : Leadership Designation : Financial & Investment Advisor | Retirement, Estate & Tax Planner | CEO of Sandy Morris Financial at Sandy Morris Financial and Estate Planning Services, LLC
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Insights For Selling To Sandy

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Speak about competitive differentiation that your product offers
  • Get to the point quickly instead of spending time doing small talk

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Do not spend too much time focusing on product tech or features
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sandy is

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

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Sandy move?

  • If convinced, they can reach decisions quite fast.
  • Can Sandy take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Sandy

Personality Compatibility


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