Scott Leak, CFP®, CEPA®

Trailblazer
DISC Type : DI

Director of Business Development and Senior Consultant at FP Transitions

Omaha, Nebraska, United States

Overview

Scott has no verified overview

Personality Overview

Values Relationships

Friendly But Fast

Achievement-Oriented

A combination of speed and relationship gets the best response from them.  They are charming and can persuade others to support their decisions. They will fight for you if they come to believe in you.

Topics They Care About

Scott has no verified topics they care about

Media Appearances

Scott has no verified media appearances

Work History

1-2023
Director of Business Development and Senior Consultant at FP Transitions
7-2021 - 1-2023
Senior Consultant at FP Transitions
6-2016 - 7-2021
Director, Institutional Sales at TD Ameritrade Institutional
10-2011 - 6-2016
Senior Sales Manager at TD Ameritrade Institutional
1-2006 - 9-2011
Sales VP at TD Ameritrade Institutional

Education

BA from Creighton University
2019 - 2020
Graduate School from University of Nebraska at Omaha

More Information

Social Presence :

Prographics :

Exp : 26 Location : Omaha, Nebraska, United States Job Level : Senior Designation : Director of Business Development and Senior Consultant at FP Transitions
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Insights For Selling To Scott

During A Call Or A Meeting

DO's

  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Ask them for a lunch or coffee once some rapport has been established
  • Give them control of the sales process

DONT's

  • Don't make any commitments that you might not be able to fulfill
  • Avoid unnecessary negativity or slowness
  • Don’t force involvement of other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Scott

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Scott move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Scott take some risk or not?

  • If necessary, they will be ready to take risks.

You And Scott

Personality Compatibility


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