Anna Pollins

Visionary
DISC Type : Ds

Managing Director of Wealth Management Services (SMF18) at Raymond James Investment Services

United Kingdom

Overview

Anna has no verified overview

Personality Overview

Direct & Assertive

Big Vision Person

Goal-Oriented

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Anna has no verified topics they care about

Media Appearances

Anna has no verified media appearances

Work History

1-2025
Managing Director of Wealth Management Services (SMF18) at Raymond James Investment Services
3-2024 - 2-2025
Head of Wealth Management & Supervision (SMF18) at Raymond James Investment Services
8-2023 - 3-2024
Head of Practice Development at Raymond James Investment Services
7-2020 - 8-2023
Managing Director Partnership at Fairstone Group Ltd
12-2019 - 7-2020
Divisional Director at Fairstone Group Ltd

Education

2000 - 2003
Bachelor of Arts (BA) from University of Nottingham
1994 - 2000
English from Burgess Hill School

More Information

Social Presence :

Prographics :

Exp : 18 Location : United Kingdom Job Level : Mid-senior Designation : Managing Director of Wealth Management Services (SMF18) at Raymond James Investment Services
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Insights For Selling To Anna

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anna is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Anna

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Anna move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Anna take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Anna

Personality Compatibility


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