Stan Smith CHSA®, AIF®, C(k)P®, MBA

Critic
DISC Type : C

Chief Growth Officer (CGO) at 401GO

Tustin, California, United States

Overview

Stan has no verified overview

Personality Overview

Critic

Precise

ROI Driven

They like to do things independently and don’t look for support from others.  They are quite likely to negotiate on pricing or other key terms. They choose to analyze logically and value facts to emotions.

Topics They Care About

Stan has no verified topics they care about

Media Appearances

Stan has no verified media appearances

Work History

12-2024
Chief Growth Officer (CGO) at 401GO
6-2024 - 12-2024
Chief Revenue Officer (CRO) at iJoin
2-2020 - 4-2024
Managing Director at DriveWealth
2-2018 - 1-2020
Chief Executive Officer & President at SaveDaily®
4-2011 - 1-2018
Vice President, Senior Relationship Manager at Fidelity Investments

Education

1994 - 1998
Bachelors of Art from McDaniel College
9-2002 - 1-2004
Master of Business Administration - MBA from University of Leicester School of Business

More Information

Social Presence :

Prographics :

Exp : 19 Location : Tustin, California, United States Job Level : Leadership Designation : Chief Growth Officer (CGO) at 401GO
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Insights For Selling To Stan

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t try too hard to build a relationship with them
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stan is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Stan

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Stan move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Stan take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Stan

Personality Compatibility


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