Steven Edwards

Visionary
DISC Type : Ds

Financial Planner at LPL Financial at LPL Financial

Newport Beach, California, United States

Overview

Steven has no verified overview

Personality Overview

Early Adopter

Big Vision Person

Fast But Thoughtful

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Steven has no verified topics they care about

Media Appearances

Steven has no verified media appearances

Work History

2008
Financial Planner at LPL Financial at LPL Financial
2008
LPL Financial Planner at Oakstone Wealth Management
6-1994 - 5-2007
Senior Vice President at PFS Investments

Education

Steven has no verified education history

More Information

Social Presence :

Prographics :

Exp : 30 Location : Newport Beach, California, United States Job Level : N/A Designation : Financial Planner at LPL Financial at LPL Financial
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Insights For Selling To Steven

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't go over them unless you are left with no other option
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steven is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Steven

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Steven move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Steven take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Steven

Personality Compatibility


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