Trevor Belanger, CFP®

Inspirer
DISC Type : di

Certified Financial Planner® at Altruistic Wealth Management Inc.

Edmonton, Alberta, Canada

Overview

Trevor has no verified overview

Personality Overview

Fast Adopter

Achievment Oriented

Charming & Persuasive

They respond well to objective pitches but also attach some value to relationships.  They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Trevor has no verified topics they care about

Media Appearances

Trevor has no verified media appearances

Work History

11-2017
Certified Financial Planner® at Altruistic Wealth Management Inc.
11-2018 - 3-2022
CFP® at Stonebrooke Private Wealth Management
5-2009 - 10-2017
Certified Financial Planner® / Compliance Officer at Investegies Wealth Management
8-2011 - 8-2017
Certified Financial Planner® at Portfolio Strategies Corporation
12-2002 - 5-2010
Lab Assistant at Alberta Health Services

Education

2015 - 2017
CFP® (Certified Financial Planner) from Business Career College
2012 - 2013
Branch Managers Certification from IFSE Institute

More Information

Social Presence :

Prographics :

Exp : 19 Location : Edmonton, Alberta, Canada Job Level : N/A Designation : Certified Financial Planner® at Altruistic Wealth Management Inc.
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Insights For Selling To Trevor

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Refer to testimonials from well known people to highlight the value of your product
  • Clearly address the competitive aspects

DONT's

  • Don’t be very informal even if they are being so themselves
  • Don’t keep repeating the same information, it could make them impatient
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Trevor is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Trevor

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Trevor move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Trevor take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Trevor

Personality Compatibility


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