Sean Babin, CFP®

Questioner
DISC Type : c

Owner & CEO at Babin Wealth Management

Scottsdale, Arizona, United States

Overview

Sean has no verified overview

Personality Overview

Price-Sensitive

Cautious & Analytical

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Sean has no verified topics they care about

Media Appearances

Sean has no verified media appearances

Work History

9-2024
Owner & CEO at Babin Wealth Management
8-2020 - 9-2024
Financial Advisor at Edward Jones
3-2020 - 8-2020
Financial Advisor Trainee at Edward Jones
4-2018 - 10-2019
Portfolio Manager at Matson Money
9-2016 - 4-2018
Assistant Portfolio Manager at Matson Money

Education

2008 - 2012
Bachelor of Science (BS) from University of Nevada, Reno
2004 - 2008
Education details unavailable from Nevada Union High School

More Information

Social Presence :

Prographics :

Exp : 14 Location : Scottsdale, Arizona, United States Job Level : Leadership Designation : Owner & CEO at Babin Wealth Management
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Insights For Selling To Sean

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sean is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Sean

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Sean move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Sean take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Sean

Personality Compatibility


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