Steven Temple Investment Advisor/Fiduciary

Examiner
DISC Type : sc

President at Pinnacle Investment Advisors

Troy, Ohio, United States

Overview

Steven has no verified overview

Personality Overview

Process Oriented

Status Quo Seeker

Overcautious

Being observant comes to them naturally.  They are always well-planned and adopt a systematic approach. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Steven has no verified topics they care about

Media Appearances

Steven has no verified media appearances

Work History

4-2017
President at Pinnacle Investment Advisors
10-2007
Business Owner at Temple Financial Solutions
Owner at Paramount Financial Group

Education

1976 - 1979
Aerospace from Middle Tennessee State University (MTSU)
Series 65 - Uniform Investment Adviser Law Examination from Kaplan University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Troy, Ohio, United States Job Level : N/A Designation : President at Pinnacle Investment Advisors
URL has been copied!

Insights For Selling To Steven Temple

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steven Temple is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Steven Temple

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Steven Temple move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Steven Temple take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Steven Temple

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.