Tej Anand, ChFC®

Editor
DISC Type : CS

Wealth Advisor & Financial Planner at Accretive Wealth Management

San Jose, California, United States

Overview

Tej has no verified overview

Personality Overview

Self-Disciplined

Fact-Driven

Sometimes Friendly

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Tej has no verified topics they care about

Media Appearances

Tej has no verified media appearances

Work History

8-2021
Wealth Advisor & Financial Planner at Accretive Wealth Management
10-2019 - 9-2021
Equity Options Trader at Self-employed
5-2017 - 3-2020
Independent Broker at OneAmerica
3-2016 - 1-2017
Financial Solutions Provider at Cornerstone Financial Partners LLC
9-2014 - 3-2015
Head of the Eikon Trading Facility at Experiential Learning Corporation

Education

2012 - 2015
Bachelor’s Degree from Cardiff University / Prifysgol Caerdydd
2012 - 2015
Bachelor’s Degree from Universal Business School

More Information

Social Presence :

Prographics :

Exp : 9 Location : San Jose, California, United States Job Level : N/A Designation : Wealth Advisor & Financial Planner at Accretive Wealth Management
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Insights For Selling To Tej

During A Call Or A Meeting

DO's

  • Actively address their concerns around change, risk, and acceptance by users
  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid emotional and informal language, stay objective and to the point instead
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tej is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Tej

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Tej move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Tej take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Tej

Personality Compatibility


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