Anna Chaiken

Evaluator
DISC Type : dsc

Vice President at Ritholtz Wealth Management

United States

Overview

Anna has no verified overview

Personality Overview

Quality Focused

Thorough Evaluator

Fast But Analytical

They are not very likely to become strong advocates of your product or service  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

Topics They Care About

Anna has no verified topics they care about

Media Appearances

Anna has no verified media appearances

Work History

10-2024
Vice President at Ritholtz Wealth Management
1-2023 - 10-2024
Chief of Staff at Ritholtz Wealth Management
1-2022 - 1-2023
Director Project Management at Ritholtz Wealth Management
8-2020 - 12-2021
Head of Execution at Ritholtz Wealth Management
12-2017 - 8-2020
Client Service Representative at Ritholtz Wealth Management

Education

2003 - 2007
Bachelor's degree from Indiana University Bloomington

More Information

Social Presence :

Prographics :

Exp : 12 Location : United States Job Level : Senior Designation : Vice President at Ritholtz Wealth Management
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Insights For Selling To Anna

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anna is

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

  • 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 Anna move?

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

Personality Compatibility


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