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Kriss Poll
@krissdna
Integrating Relationship Management tools based upon behavioral science into every aspect of business. Sucker for cute cat videos.
Atlanta
Joined January 2015
2.5K
Following
1.7K
Followers
6.5K
Posts
Pinned Tweet
Kriss Poll
@krissdna
over 10 years ago
Research shows how you behaviorally manage the client is 93.6% of the wealth management game
#behavioralfinance
https://t.co/k69S7ecAcA
Kriss Poll
@krissdna
over 8 years ago
What alienates Community Builders, is being pushed to make a decision before they feel ready. https://t.co/C1Axs0Jwwz
Kriss Poll
@krissdna
over 8 years ago
Tips For Advisors Interacting w/a Goal Setting Person: Keep meeting agenda short & focused.
#Business
https://t.co/a1gE5haKJw
Kriss Poll
@krissdna
over 8 years ago
What alienates Adapters is being given the run-around.
#Business
#Salestips
#Coaching
https://t.co/zd98zpxuNv
Who to follow
PDM
@PaladinDM
Financial advisor marketing services since 2003. We make the Internet your best source for new clients. #FinancialAdvisorMarketing
Scott Hamilton, CFP®
@HFPlan
We help Baby Boomers align their values, visions, and goals to create a comprehensive financial plan and investment management.
Charlie Fitzgerald, III CFP®
@CharlieFitzIII
CERTIFIED FINANCIAL PLANNER (R) Financial Planning, Business, Leadership, Personal Financial Literacy, Consumer Protection
Kriss Poll
@krissdna
over 8 years ago
Tip for Stability Type: Today make a point of using your skills to build a broken relationship among your staff. https://t.co/9Zvy8oLSd3
Kriss Poll
@krissdna
over 8 years ago
Stylish Thinker: Encourage their input & be an active listener.
#Business
#Salestips
#Coaching
https://t.co/dBd1CixHOL
Kriss Poll
@krissdna
over 8 years ago
When working w/ Lifestyle CDNA Styles: Explain how bottom line will impact lifestyle.
#Business
#Coaching
https://t.co/a1gE5haKJw
Kriss Poll
@krissdna
over 8 years ago
Strategists: Honor their need for structure, schedules, & rules.
#Business
#Salestips
#Coaching
Kriss Poll
@krissdna
over 8 years ago
Tip For Advisors Interacting w/a Lifestyle Person:Make decisions interactively together & provide opinions of others. https://t.co/a1gE5haKJw
Kriss Poll
@krissdna
over 8 years ago
Reflective Thinkers: They need to be convinced of our commitment to rules, standards, & procedures. https://t.co/C1Axs0Jwwz
Kriss Poll
@krissdna
over 8 years ago
Tips For Advisors Interacting w/a Stability Person: Invite them to group workshops & demonstrate how solutions work. https://t.co/a1gE5haKJw
Kriss Poll
@krissdna
over 8 years ago
Initiators: Offer them options so they can decide.
#Business
#Salestips
#Coaching
https://t.co/dBd1CixHOL
Kriss Poll
@krissdna
over 8 years ago
Tips For Advisors Interacting w/a Goal Setting Person: Recognize them w/ referrals to other influencers. https://t.co/a1gE5haKJw
Kriss Poll
@krissdna
over 8 years ago
Discover the five (5) keys to entrepreneurial success & take your own My Entrepreneurial Style assessment. https://t.co/Yj8iZtMwVF
Kriss Poll
@krissdna
over 8 years ago
Influencers: Remember their need for fun/excitement. Use summaries, bullets & key points. https://t.co/zd98zpxuNv
Kriss Poll
@krissdna
over 8 years ago
Tips For Advisors Interacting w/an Adaptive Person: Provide them w/ education & books, & invite to more quiet events. https://t.co/9Zvy8oLSd3
Kriss Poll
@krissdna
over 8 years ago
Discover the key entrepreneurial genes and the traits that drive performance. Register now.
#Webinar
https://t.co/Yj8iZtMwVF
Kriss Poll
@krissdna
over 8 years ago
Facilitators: When meeting with them, present facts & minimize emotions.
#Business
#Salestips
#Coaching
Kriss Poll
@krissdna
over 8 years ago
Tips For Advisors Interacting w/a Lifestyle Person: Recognize them w/ invitations to social events. https://t.co/a1gE5haKJw
Kriss Poll
@krissdna
over 8 years ago
What are the Factor Traits That Drive Entrepreneurial Performance? Register now to learn more.
#Webinar
https://t.co/Yj8iZtMwVF
Kriss Poll
@krissdna
over 8 years ago
Engagers:Being forced to read detailed information, or perform thorough research is what alienates them. https://t.co/zd98zpxuNv
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