Sean Robertson

Questioner
DISC Type : c

CEO and Founder at Elevate Private Wealth Advisors

Greater Pittsburgh Region, United States

Overview

Sean has no verified overview

Personality Overview

Price-Sensitive

Cautious & Analytical

Not Easily Convinced

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. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Sean has no verified topics they care about

Media Appearances

Sean has no verified media appearances

Work History

8-2019
CEO and Founder at Elevate Private Wealth Advisors
3-2019 - 8-2019
Field Director/Wealth Advisor at Financial Design Group
10-2017 - 12-2018
Wealth Management Advisor at TIAA
7-2017 - 10-2017
Assistant Vice President at Citizens Investment Services
11-2012 - 7-2017
Franchise Owner at Ameriprise Financial Services, Inc.

Education

Bachelor of Arts (B.A.) from The University of Toledo

More Information

Social Presence :

Prographics :

Exp : 24 Location : Greater Pittsburgh Region, United States Job Level : Leadership Designation : CEO and Founder at Elevate Private Wealth Advisors
URL has been copied!

Insights For Selling To Sean

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • 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
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

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


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.