Todd Brockwell, CFA CPA

Observer
DISC Type : ic

Chief Executive Officer at 1900 Wealth

San Antonio, Texas, United States

Overview

Todd has no verified overview

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Todd has no verified topics they care about

Media Appearances

Todd has no verified media appearances

Work History

9-2016
Chief Executive Officer at 1900 Wealth
5-2014
Trustee at Glass-Glen Burnie Foundation
4-2006 - 12-2015
Chief Financial Officer at Petty Family Interests
9-2003 - 3-2006
Director-Corporate Operations and Planning at AT&T (formerly SBC Communications)
1-1999 - 10-2005
Director - Investor Relations at AT&T (formerly SBC Communications)

Education

1986 - 1990
BBA from Texas A&M University

More Information

Social Presence :

Prographics :

Exp : 30 Location : San Antonio, Texas, United States Job Level : Leadership Designation : Chief Executive Officer at 1900 Wealth
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Insights For Selling To Todd

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Help them realize that there is no personal risk in making this decision

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
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Todd is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Todd

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

Insights For Deal Planning

    How fast (or slow) will Todd move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Todd take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Todd

Personality Compatibility


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