Tim Forest

Observer
DISC Type : ic

Vice President of Strategy and Analytics at Mercer Advisors

San Francisco, California, United States

Overview

Tim has no verified overview

Personality Overview

Assertive

Value Driven

Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Tim has no verified topics they care about

Media Appearances

Tim has no verified media appearances

Work History

4-2020
Vice President of Strategy and Analytics at Mercer Advisors
3-2014 - 4-2020
Managing Director at DeVoe & Company
1-2014 - 4-2020
Founder and President at Resolved Consulting, LLC
8-2004 - 7-2013
Managing Director, Advisor Services at Charles Schwab
8-2001 - 8-2004
Director, Retail Brokerage Strategy at Charles Schwab

Education

1997 - 1999
Master of Business Administration (MBA) from Stanford University Graduate School of Business
1991 - 1995
Bachelor of Arts (BA) from Pomona College

More Information

Social Presence :

Prographics :

Exp : 28 Location : San Francisco, California, United States Job Level : Senior Designation : Vice President of Strategy and Analytics at Mercer Advisors
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Insights For Selling To Tim

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Build rapport, it will come handy to handle hard questions later
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tim is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Tim

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

Insights For Deal Planning

    How fast (or slow) will Tim move?

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

  • They evaluate their decisions systematically and are less likely to take risks.

You And Tim

Personality Compatibility


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