Stephen Mitchell

Questioner
DISC Type : c

Board Advisor at ZeroKey

Woking, England, United Kingdom

Overview

Stephen Mitchell is the Chief Commercial Officer at AdvisoryAI, focusing on growth and leveraging AI to enhance efficiency for financial advisers. With a background including Head of Product Strategy at FE fundinfo and a Bachelor of Arts from the University of Exeter, colleagues describe him as personable and an excellent communicator.

He once arrived at a professional conference by riding in on a cable car.

Personality Overview

Systematic

Price-Sensitive

Cautious & Analytical

They prefer to fully evaluate every situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

AI in Financial Advice
He actively promotes the mass market adoption of AI in the advice sector, highlighting efficiency savings of up to 92% for firms using AI tools for document production.
Fintech Innovation
Champions redesigning financial advice processes around modern technology, rather than making incremental improvements to outdated systems.
Commercial Growth
As CCO and Chief Growth Officer, he focuses on expanding his team and investing in new roles even during traditionally slow hiring periods.

Media Appearances

Stephen has no verified media appearances

Work History

10-2024
Board Advisor at ZeroKey
8-2024
Chief Commercial Officer (CCO) and Board Adviser at AdvisoryAI
7-2023 - 7-2024
Head of Product Strategy - Distribution at FE fundinfo
10-2019 - 7-2023
Head of Proposition at FE fundinfo
10-2018 - 10-2019
Head of Proposition at FE

Education

2002 - 2005
Bachelor of Arts (BA) from University of Exeter
9-2000 - 6-2002
Education details unavailable from Godalming College

More Information

Social Presence :

Prographics :

Exp : 18 Location : Woking, England, United Kingdom Job Level : Leadership Designation : Board Advisor at ZeroKey
URL has been copied!

Insights For Selling To Stephen

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stephen 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 Stephen

  • 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 Stephen move?

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

  • Can Stephen take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Stephen

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.