Alicia Rich

Collaborator
DISC Type : is

Head of Client and Advisor Digital Enablement at Broadridge

New York, New York, United States

Overview

Alicia has no verified overview

Personality Overview

Appreciative

Fair-minded

Example Driven

They are more likely to opt for solutions that are proven in the market.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Scenarios where both sides can come out as winners appeal to them greatly.

Topics They Care About

Alicia has no verified topics they care about

Media Appearances

Alicia has no verified media appearances

Work History

11-2022
Head of Client and Advisor Digital Enablement at Broadridge
1-2020 - 10-2022
Managing Director, Head of Onboarding Product Development at Morgan Stanley
10-2017 - 1-2020
Executive Director, Field Engagement & Delivery Management at Morgan Stanley
9-2010 - 1-2020
Executive Director, Digital Strategy at Morgan Stanley
1-1997 - 9-2010
Executive Director, Client Technology at UBS Wealth Management

Education

Alicia has no verified education history

More Information

Social Presence :

Prographics :

Exp : 29 Location : New York, New York, United States Job Level : Mid-senior Designation : Head of Client and Advisor Digital Enablement at Broadridge
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Insights For Selling To Alicia

During A Call Or A Meeting

DO's

  • Take time to make them feel comfortable before getting to the main pitch
  • If possible, involve their colleagues in the sales process
  • Be visibly appreciative of their actions during your interactions

DONT's

  • Avoid unnecessary confrontation if it arises incidentally
  • Don’t sound very transactional
  • Don’t get into excessive details unless prompted

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alicia is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Alicia

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Alicia move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Alicia take some risk or not?

  • They probably won’t put a lot at risk.

You And Alicia

Personality Compatibility


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