Tony Frank

Enthusiast
DISC Type : i

Vice President of Business Development at Osaic

Nashville, Tennessee, United States

Overview

Tony has no verified overview

Personality Overview

Consensus Focused

Amiable & Agreeable

Non-Confrontational

They are more about building relationships than just cutting deals.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Tony has no verified topics they care about

Media Appearances

Tony has no verified media appearances

Work History

2-2025
Vice President of Business Development at Osaic
7-2023 - 2-2025
Regional Director of Experienced Advisor Recruiting, Business Development at Ameriprise Financial Services, LLC
11-2021 - 7-2023
Divisional Director of Experienced Advisor Recruiting, Business Development at Ameriprise Financial Services, LLC
10-2019 - 11-2021
Sr. Onboarding Transition Consultant, Advisor Recruiting & Retention at RBC Wealth Management
6-2018 - 10-2019
Project Manager-Onboarding at RBC Wealth Management

Education

2007 - 2009
Associate of Arts (A.A.) from North Hennepin Community College

More Information

Social Presence :

Prographics :

Exp : 10 Location : Nashville, Tennessee, United States Job Level : Senior Designation : Vice President of Business Development at Osaic
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Insights For Selling To Tony

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Ask them how their day is going or exchange some other pleasantries
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tony is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Tony

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Tony move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Tony take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Tony

Personality Compatibility


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