William Reid Culp III, CFP, CFA

Inquirer
DISC Type : cd

Founder and President at TAGStone Capital

Charlotte, North Carolina, United States

Overview

William has no verified overview

Personality Overview

Upfront

Demanding

ROI Conscious

They care equally about the product and its potential impact.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople.

Topics They Care About

William has no verified topics they care about

Media Appearances

William has no verified media appearances

Work History

4-2011
Founder and President at TAGStone Capital
12-2009 - 4-2011
Regional Manager at Southwood Realty Co.
6-2009 - 12-2009
Special Project Manager at Southwood Realty Co.

Education

Bachelor of Science (B.S.) from UNC Kenan-Flagler Business School
The McColl School of Business from Queens University of Charlotte

More Information

Social Presence :

Prographics :

Exp : 16 Location : Charlotte, North Carolina, United States Job Level : Leadership Designation : Founder and President at TAGStone Capital
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Insights For Selling To William Reid

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Tell them that you are there to help them create visible impact within their organization
  • Stress on the business value that your product offers

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don’t try to be an alpha salesperson, give them equal space
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William Reid is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from William Reid

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will William Reid move?

  • Their decision making speed is somewhere in the middle.
  • Can William Reid take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And William Reid

Personality Compatibility


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