Steve Crossett

Inspirer
DISC Type : id

Senior Vice President - Financial Planning at Financial Engines

Melbourne, Florida, United States

Overview

Steve has no verified overview

Personality Overview

Fast Adopter

Generous

Confident & Optimistic

They don’t mind taking a stand if they believe in something.  They measure a product on its merit but can be influenced by strong testimonials. They usually prefer to drive the conversation.

Topics They Care About

Steve has no verified topics they care about

Media Appearances

Steve has no verified media appearances

Work History

2-2016
Senior Vice President - Financial Planning at Financial Engines
3-2007 - 2-2016
Senior Vice President - Investments at The Mutual Fund Store

Education

1988 - 1990
Bachelor of Arts (B.A.) from UWF Lewis Bear Jr. College of Business
1986 - 1988
Associate of Arts (A.A.) from St. Petersburg College

More Information

Social Presence :

Prographics :

Exp : 18 Location : Melbourne, Florida, United States Job Level : Leadership Designation : Senior Vice President - Financial Planning at Financial Engines
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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • Acknowledge their status and position during the conversation
  • Get them to a point where they are ready to bat for your product internally
  • Look like someone who is on top of their game

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Steve

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Steve move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Steve take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Steve

Personality Compatibility


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