Amy Lowder

Examiner
DISC Type : cs

Marketing Manager at Modera Wealth Management

Charlotte Metro, United States

Overview

Amy has no verified overview

Personality Overview

Process Oriented

Unexpressive

Status Quo Seeker

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach.

Topics They Care About

Amy has no verified topics they care about

Media Appearances

Amy has no verified media appearances

Work History

2-2025
Marketing Manager at Modera Wealth Management
10-2022 - 2-2025
Marketing Associate at Modera Wealth Management
1-2020 - 2-2025
Client Service Associate at Modera Wealth Management
11-2013 - 1-2020
Office Manager at KEATLEY WEALTH MANAGEMENT, LLC

Education

Bachelor of Arts - BA from North Carolina State University
Associate of Arts - AA from Peace College

More Information

Social Presence :

Prographics :

Exp : 12 Location : Charlotte Metro, United States Job Level : Middle Designation : Marketing Manager at Modera Wealth Management
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Insights For Selling To Amy

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Amy is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Amy

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Amy move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Amy take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Amy

Personality Compatibility


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