William Marquis CPA

Evaluator
DISC Type : scd

Business Advisor at Self-employed

Salida, Colorado, United States

Overview

William has no verified overview

Personality Overview

Quality Focused

Hard To Convince

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

William has no verified topics they care about

Media Appearances

William has no verified media appearances

Work History

12-2024
Business Advisor at Self-employed
1-2017
Owner at Arkansas River Tours
4-2012 - 4-2017
Corporate Controller at The Integer Group
4-2011 - 3-2012
Accounting Operations Manager at The Integer Group
12-2008 - 5-2011
Accounting Supervisor at The Integer Group

Education

2002 - 2005
BA from Fort Lewis College
2000 - 2002
Outdoor Leadership from Colorado Mountain College

More Information

Social Presence :

Prographics :

Exp : 20 Location : Salida, Colorado, United States Job Level : N/A Designation : Business Advisor at Self-employed
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from William

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will William move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can William take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And William

Personality Compatibility


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