Steven T. Marshall, CFP®

Questioner
DISC Type : c

Private Wealth Advisor, Managing Director at Ameriprise Financial Services, LLC

Reston, Virginia, United States

Overview

Steven has no verified overview

Personality Overview

Not Easily Convinced

Systematic

Value Seeker

It is quite likely of them to ask for pricing or other concessions.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.


Topics They Care About

Steven has no verified topics they care about

Media Appearances

Steven has no verified media appearances

Work History

1-2011
Private Wealth Advisor, Managing Director at Ameriprise Financial Services, LLC
1997 - 2011
Senior Financial Advisor at Ameriprise Financial Services, LLC
1988 - 1996
District Manager- Veteran Advisor Development at Ameriprise Financial Services, Inc.
1984 - 1996
Financial Advisor at Ameriprise Financial Services, Inc.

Education

B.S. Behavioral Management from Shippensburg University of Pennsylvania
Denver from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 41 Location : Reston, Virginia, United States Job Level : Mid-senior Designation : Private Wealth Advisor, Managing Director at Ameriprise Financial Services, LLC
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Insights For Selling To Steven T.

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
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steven T. is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Steven T.

  • 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 Steven T. move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Steven T. take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Steven T.

Personality Compatibility


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