Warren Binstock, CFP®

Examiner
DISC Type : cs

Vice President, Financial Advisor, Retirement Planner at Telos Capital Management

San Diego, California, United States

Overview

Warren has no verified overview

Personality Overview

Process Oriented

Unexpressive

Status Quo Seeker

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach.

Topics They Care About

Warren has no verified topics they care about

Media Appearances

Warren has no verified media appearances

Work History

1-2018
Vice President, Financial Advisor, Retirement Planner at Telos Capital Management
4-2015
Retirement Planning and Client Service Specialist at Telos Capital Management, Inc.
10-2013 - 4-2015
Wealth Management Advisor at TIAA-CREF
6-2009 - 10-2013
Investment Consultant at TD Ameritrade
1-2008 - 5-2009
Financial Advisor at Smith Barney

Education

1994 - 1996
Masters from Niagara University
1987 - 1991
Bachelor of Arts from York University

More Information

Social Presence :

Prographics :

Exp : 17 Location : San Diego, California, United States Job Level : Senior Designation : Vice President, Financial Advisor, Retirement Planner at Telos Capital Management
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Insights For Selling To Warren

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
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Warren is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Warren

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Warren move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Warren take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Warren

Personality Compatibility


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