William J. Farber, CFP®

Observer
DISC Type : ci

Wealth Advisor at NEN Financial, Inc.

Greater Pittsburgh Region, United States

Overview

William has no verified overview

Personality Overview

Value Driven

Curious

Example Seeker

They are likely to ask many questions and look heavily for supporting information.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

William has no verified topics they care about

Media Appearances

William has no verified media appearances

Work History

1-2018
Wealth Advisor at NEN Financial, Inc.
11-1991 - 12-2023
President at Donner-Farber and Associates

Education

2008 - 2009
Executive Certificate from Duquesne University
1985 - 1991
Bachelor of Arts (BA) from PennWest California

More Information

Social Presence :

Prographics :

Exp : 34 Location : Greater Pittsburgh Region, United States Job Level : N/A Designation : Wealth Advisor at NEN Financial, Inc.
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Insights For Selling To William J.

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Invite them for a social do but don’t rely solely on the relationship
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Avoid making offhand commitments
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William J. is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from William J.

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will William J. move?

  • They like to analyze well and then make their decisions.
  • Can William J. take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And William J.

Personality Compatibility


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