Stephen Carter

Cheerleader
DISC Type : Is

Partner at DELFINUS LLP

London, England, United Kingdom

Overview

Stephen has no verified overview

Personality Overview

Vocal & Expressive

Affable

Story-Driven

Win-win scenarios can appeal strongly to them.  They are more likely to go for proven solutions. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Stephen has no verified topics they care about

Media Appearances

Stephen has no verified media appearances

Work History

8-2024 - 3-2025
Partner at DELFINUS LLP
7-2024
Financial Services Consultant at Self employed
Sabbatical at Sabbatical, Paternity Leave and Relocation to Australia
9-2015 - 10-2018
Managing Director, Head of United Kingdom and Head of M&A, Financial Institutions Group at UBS
Managing Director, Co-Head of European Financial Institutions Group at Credit Suisse

Education

Bachelor of Economics from University of Adelaide
Associate from Chartered Accountants Australia and New Zealand

More Information

Social Presence :

Prographics :

Exp : 3 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Partner at DELFINUS LLP
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Insights For Selling To Stephen

During A Call Or A Meeting

DO's

  • Show them how they look good by making this decision
  • Be visibly appreciative of their actions during your interactions
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision

DONT's

  • Don’t ask too many questions that sound too dry and objective
  • Don’t sound very transactional
  • Don’t get into excessive details unless prompted

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stephen is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Stephen

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Stephen move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Stephen take some risk or not?

  • It is unlikely that they will take many risks.

You And Stephen

Personality Compatibility


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