Timothy Anderson DipPFS

Examiner
DISC Type : sc

Wealth Management Consultant at Mattioli Woods plc

London, England, United Kingdom

Overview

Timothy has no verified overview

Personality Overview

Process Oriented

Tough To Convince

Status Quo Seeker

Being observant comes to them naturally.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are always well-planned and adopt a systematic approach.

Topics They Care About

Timothy has no verified topics they care about

Media Appearances

Timothy has no verified media appearances

Work History

10-2022
Wealth Management Consultant at Mattioli Woods plc
4-2020 - 10-2022
Independent Financial Advisor at Wren Sterling
7-2016 - 4-2020
Financial Planner at Punter Southall
6-2012 - 7-2016
Premier Client Manager in the City of London Professionals Team at HSBC
3-2010 - 7-2012
Senior financial planning manager at HSBC

Education

1990 - 1995
Education details unavailable from Kineton High School

More Information

Social Presence :

Prographics :

Exp : 19 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Wealth Management Consultant at Mattioli Woods plc
URL has been copied!

Insights For Selling To Timothy

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
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Timothy 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 Timothy

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Timothy move?

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

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

You And Timothy

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.