Tommy Wagner

Inquirer
DISC Type : dc

Wealth Planning Assistant at Delphi Wealth Management Group, LLC

Exton, Pennsylvania, United States

Overview

Tommy has no verified overview

Personality Overview

Demanding

Upfront

ROI Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Tommy has no verified topics they care about

Media Appearances

Tommy has no verified media appearances

Work History

9-2025
Wealth Planning Assistant at Delphi Wealth Management Group, LLC
4-2025 - 9-2025
Private Client Banker at Chase
6-2024 - 12-2024
Branch Banker at PNC
University of Pittsburgh at Part-time

Education

2020 - 2024
Bachelor of Applied Science - BASc from University of Pittsburgh
8-2007 - 4-2020
High School Diploma from Collegium Charter School

More Information

Social Presence :

Prographics :

Exp : 1 Location : Exton, Pennsylvania, United States Job Level : Junior Designation : Wealth Planning Assistant at Delphi Wealth Management Group, LLC
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Insights For Selling To Tommy

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Refrain from asking too many questions
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tommy is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Tommy

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Tommy move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Tommy take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Tommy

Personality Compatibility


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