Abi Smith

Evaluator
DISC Type : csd

Senior Manager of Advisor Success Team at Pontera

New York, New York, United States

Overview

Abi has no verified overview

Personality Overview

Hard To Convince

Quality Focused

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

Abi has no verified topics they care about

Media Appearances

Abi has no verified media appearances

Work History

10-2024
Senior Manager of Advisor Success Team at Pontera
1-2024 - 10-2024
Manager of Advisor Success Team at Pontera
7-2023 - 12-2023
Senior Advisor Success Manager at Pontera
8-2020 - 4-2022
Business Development Associate, Pershing Advisor Solutions at BNY Mellon | Pershing
8-2019 - 8-2020
Emerging Leaders Program Analyst at BNY Mellon | Pershing

Education

Bachelor's degree from St. Lawrence University
International Business from DIS - Study Abroad

More Information

Social Presence :

Prographics :

Exp : 5 Location : New York, New York, United States Job Level : Middle Designation : Senior Manager of Advisor Success Team at Pontera
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Insights For Selling To Abi

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t focus on relationship, focus purely on the merit of your product
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Abi is

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

  • 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 Abi move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Abi 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 Abi

Personality Compatibility


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