Scot Jaffe

Collaborator
DISC Type : is

Senior Vice President, Financial Advisor at Capstan Financial Consulting Group

Sarasota, Florida, United States

Overview

Scot has no verified overview

Personality Overview

Consensus Builder

Appreciative

Good Listener

Scenarios where both sides can come out as winners appeal to them greatly.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to opt for solutions that are proven in the market.

Topics They Care About

Scot has no verified topics they care about

Media Appearances

Scot has no verified media appearances

Work History

11-2014
Senior Vice President, Financial Advisor at Capstan Financial Consulting Group
1-2004 - 10-2014
Senior Vice President, Financial Advisor at Wells Fargo Advisors

Education

1981 - 1986
Bachelor of Science (BS) from University of Florida

More Information

Social Presence :

Prographics :

Exp : 22 Location : Sarasota, Florida, United States Job Level : Leadership Designation : Senior Vice President, Financial Advisor at Capstan Financial Consulting Group
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Insights For Selling To Scot

During A Call Or A Meeting

DO's

  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • When asking them questions, sound relatable and informal

DONT's

  • Don’t push them to make decisions very fast, let them take their time
  • Avoid unnecessary confrontation if it arises incidentally
  • Don’t give the impression of being unproven or risky

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scot is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Scot

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Scot move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Scot take some risk or not?

  • They probably won’t put a lot at risk.

You And Scot

Personality Compatibility


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