Warren Tsoi PFP®

Energizer
DISC Type : I

Private Banker at RBC Wealth Management – Private Banking

Vancouver, British Columbia, Canada

Overview

Warren has no verified overview

Personality Overview

Big Picture Person

Full Of Energy

Believer

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are always positive and upbeat, so take their promises with a pinch of salt. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Warren has no verified topics they care about

Media Appearances

Warren has no verified media appearances

Work History

2-2025
Private Banker at RBC Wealth Management – Private Banking
1-2021 - 3-2025
Senior Financing Specialist at RBC
1-2017 - 9-2018
Portfolio Manager, Corporate Banking at Wells Fargo
7-2013 - 12-2013
Associate | Credit Management Training Program at Wells Fargo
11-2012 - 12-2016
Vice President Commercial Banking at Wells Fargo

Education

2001 - 2005
Bachelor of Arts (Honours) from Queen's University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Vancouver, British Columbia, Canada Job Level : N/A Designation : Private Banker at RBC Wealth Management – Private Banking
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Insights For Selling To Warren

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Do some small talk, ask them how things are going on their side
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid overloading them with too much detail
  • Don’t be too formal, focus on building comfort and trust
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Warren is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Warren

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Warren move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Warren take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Warren

Personality Compatibility


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