Ana Liogi

Critic
DISC Type : C

Associate Director of Marketing Services & Brand at EP Wealth Advisors

Torrance, California, United States

Overview

Ana has no verified overview

Personality Overview

Precise

Information Seeker

ROI Driven

They choose to analyze logically and value facts to emotions.  They like to do things independently and don’t look for support from others. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Ana has no verified topics they care about

Media Appearances

Ana has no verified media appearances

Work History

2-2026
Associate Director of Marketing Services & Brand at EP Wealth Advisors
11-2022 - 1-2026
Marketing Services Manager at EP Wealth Advisors
2021 - 10-2022
Branding & Communication Lead at Inter
2016 - 2021
Marketing Manager at Usend
2013 - 2015
Senior Business Development Specialist at Usend

Education

Brand Management Extension from UCLA
Bachelor's Degree in Fashion Design from UEL - Universidade Estadual de Londrina

More Information

Social Presence :

Prographics :

Exp : 23 Location : Torrance, California, United States Job Level : Mid-senior Designation : Associate Director of Marketing Services & Brand at EP Wealth Advisors
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Insights For Selling To Ana

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Be ready to answer many clarity-seeking questions and requests for information
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ana is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Ana

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Ana move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Ana take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Ana

Personality Compatibility


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