Taylor Beckwith

Observer
DISC Type : ci

BRN Relationship Manager at BDO Alliance USA

Salt Lake City, Utah, United States

Overview

Taylor has no verified overview

Personality Overview

Example Seeker

Curious

Value Driven

They often ask many questions and rely heavily on information and documentation.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Taylor has no verified topics they care about

Media Appearances

Taylor has no verified media appearances

Work History

2-2024
BRN Relationship Manager at BDO Alliance USA
1-2023 - 7-2023
Customer Success Manager at The Elements Financial Monitoring System™
1-2022 - 9-2022
Implementation Consultant at Divvy | Inc.
1-2020 - 12-2021
Advisor at Soltis Investment Advisors
7-2017 - 1-2020
Client Relationship Manager at Soltis Investment Advisors

Education

2011 - 2012
Master of Business Administration from Southern Utah University
2009 - 2011
Bachelor of Science from Utah Valley University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Salt Lake City, Utah, United States Job Level : Middle Designation : BRN Relationship Manager at BDO Alliance USA
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Insights For Selling To Taylor

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Focus on immediate action-items rather than the larger goals
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Taylor is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Taylor

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Taylor move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Taylor take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Taylor

Personality Compatibility


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