Todd Beckmann, CFP®, MSBA-FTP, RICP®

Examiner
DISC Type : sc

Partner & Financial Advisor at Well-Traveled Weatlh

San Diego County, California, United States

Overview

Todd has no verified overview

Personality Overview

Process Oriented

Tough To Convince

Overcautious

Being observant comes to them naturally.  They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Todd has no verified topics they care about

Media Appearances

Todd has no verified media appearances

Work History

5-2018
Partner & Financial Advisor at Well-Traveled Weatlh
4-2010 - 4-2018
Investment Advisor Representative at Foresters Financial Services
1-2010 - 1-2017
SSI Open Water SCUBA Instructor at Dive California

Education

6-2019 - 5-2022
Master of Science - MS from San Diego State University
Executive Financial Planner Advanced Certificate from San Diego State University

More Information

Social Presence :

Prographics :

Exp : 16 Location : San Diego County, California, United States Job Level : N/A Designation : Partner & Financial Advisor at Well-Traveled Weatlh
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Insights For Selling To Todd

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 vague in response to your questions, ask firmly and pointedly

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 use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Todd is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Todd

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Todd move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Todd take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Todd

Personality Compatibility


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