Scott Gordon-Macey

Doer
DISC Type : ds

Financial Services Representative, Financial Planner, and Special Needs Planner at Baystate Financial

Brattleboro, Vermont, United States

Overview

Scott has no verified overview

Personality Overview

Risk-Accepting

Long-term Focused

Strategic Planner

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Scott has no verified topics they care about

Media Appearances

Scott has no verified media appearances

Work History

1-2015
Financial Services Representative, Financial Planner, and Special Needs Planner at Baystate Financial
1-2015
CERTIFIED FINANCIAL PLANNER (R) PROFESSIONAL at Baystate Financial
12-2012 - 12-2014
CERTIFIED FINANCIAL PLANNER (R) PROFESSIONAL at MetLife
10-2005 - 12-2014
Financial Services Representative, Senior Financial Planner, and Special Needs Planner at MetLife
10-2002 - 7-2005
Assistant Manager at Staples

Education

1995 - 1999
Master of Business Administration (MBA) from Babson F.W. Olin Graduate School of Business
1989 - 1993
BA from University of Massachusetts Amherst

More Information

Social Presence :

Prographics :

Exp : 32 Location : Brattleboro, Vermont, United States Job Level : Junior Designation : Financial Services Representative, Financial Planner, and Special Needs Planner at Baystate Financial
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Insights For Selling To Scott

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Scott

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Scott move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Scott take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Scott

Personality Compatibility


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