Tim Dunneback, CFP®, ChFC®

Sharpshooter
DISC Type : DC

Partner, CERTIFIED FINANCIAL PLANNER™, ChFC® at Lakeshore Financial Group

Downers Grove, Illinois, United States

Overview

Tim has no verified overview

Personality Overview

ROI Driven

Thorough Evaluator

Precise But Practical

They prefer to be the ones controlling the conversation or defining the terms.  More than the product, they care about the impact of the product. They are not always relationship oriented.

Topics They Care About

Tim has no verified topics they care about

Media Appearances

Tim has no verified media appearances

Work History

9-2016
Partner, CERTIFIED FINANCIAL PLANNER™, ChFC® at Lakeshore Financial Group
9-2004 - 8-2016
Managing Sales Director, Financial Planner at MetLife

Education

2000 - 2004
Bachelor of Science (BS) from College of the Holy Cross
Education details unavailable from Series 6, 63, 7, 66, 24, 4, 53

More Information

Social Presence :

Prographics :

Exp : 21 Location : Downers Grove, Illinois, United States Job Level : N/A Designation : Partner, CERTIFIED FINANCIAL PLANNER™, ChFC® at Lakeshore Financial Group
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Insights For Selling To Tim

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Get to the point quickly instead of spending time doing small talk
  • Speak about competitive differentiation that your product offers

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Do not spend too much time focusing on product tech or features
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tim is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Tim

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Tim move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Tim take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Tim

Personality Compatibility


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