Andrew Musgrave

Questioner
DISC Type : c

Managing Director Equity Trust & Wealth Management at Equity Bank

United States

Overview

Andrew has no verified overview

Personality Overview

Cautious & Analytical

Price-Sensitive

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to analyze every situation thoroughly.


Topics They Care About

Andrew has no verified topics they care about

Media Appearances

Andrew has no verified media appearances

Work History

7-2024
Managing Director Equity Trust & Wealth Management at Equity Bank
6-2021 - 7-2024
SVP - Director of Trust Operations at Equity Bank
2-2020 - 6-2021
SVP - Columbia and Middle Office Trust Manager at Simmons Bank
12-2016 - 2-2020
SVP - Trust Operations and Compliance Manager at Landmark Bank
8-2008 - 12-2016
Chief Operations Officer at Idaho Trust Bank

Education

2000 - 2002
MBA from Lincoln University (MO)
1995 - 1999
BS from Pensacola Christian College

More Information

Social Presence :

Prographics :

Exp : 26 Location : United States Job Level : Mid-senior Designation : Managing Director Equity Trust & Wealth Management at Equity Bank
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Andrew

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Andrew take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Andrew

Personality Compatibility


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