William J. Fleming, CFP®, CTFA

Researcher
DISC Type : Cs

Vice President | Manager of Financial Planning at Cambridge Trust Company

Manchester, New Hampshire, United States

Overview

William has no verified overview

Personality Overview

Detail Oriented

Soft Communicator

Perfectionist

They are always well-planned and adopt a systematic approach.  The only way to convince them is by showing them examples and ample proof. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

William has no verified topics they care about

Media Appearances

William has no verified media appearances

Work History

3-2024
Vice President | Manager of Financial Planning at Cambridge Trust Company
9-2021 - 3-2024
Vice President | Relationship Manager at Cambridge Trust Company
7-2019 - 9-2021
Senior Vice President | Senior Relationship Manager at People's United Advisors
1-2013 - 7-2019
Financial Consultant, CFP at Fidelity Investments
6-2008 - 1-2013
Financial Consultant at AXA Advisors, LLC

Education

Bachelor's degree from Binghamton University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Manchester, New Hampshire, United States Job Level : Senior Designation : Vice President | Manager of Financial Planning at Cambridge Trust Company
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Insights For Selling To William J.

During A Call Or A Meeting

DO's

  • Actively address their concerns around change, risk, and acceptance by users
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • When following up with them, expect slowness; use questions to engage them, preferably over email.

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William J. is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from William J.

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

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

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can William J. take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And William J.

Personality Compatibility


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