Assunta “Susie” McLane, CFP®, MBA

Critic
DISC Type : C

Managing Director | Senior Wealth Advisor at Summit Place Financial Advisors

Summit, New Jersey, United States

Overview

Assunta has no verified overview

Personality Overview

Critic

Precise

Information Seeker

They enjoy working alone and do not rely on others very often.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Assunta has no verified topics they care about

Media Appearances

Assunta has no verified media appearances

Work History

1-2023
Managing Director | Senior Wealth Advisor at Summit Place Financial Advisors
9-2021 - 2-2023
Vice President | Senior Wealth Advisor at Summit Place Financial Advisors
7-2020 - 9-2021
Vice President, Wealth Advisor at Summit Place Financial Advisors
11-2014 - 10-2018
Relationship Management Officer at Glenmede
7-2012 - 11-2014
Wealth Advisory Associate at Glenmede

Education

2004 - 2008
Bachelor from Fairleigh Dickinson University-Florham Campus
2008 - 2010
MBA from Centenary University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Summit, New Jersey, United States Job Level : Senior Designation : Managing Director | Senior Wealth Advisor at Summit Place Financial Advisors
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Insights For Selling To Assunta “Susie”

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be ready to answer many clarity-seeking questions and requests for information
  • Tell them what ROI they can expect

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Assunta “Susie” is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Assunta “Susie”

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Assunta “Susie” move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Assunta “Susie” take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Assunta “Susie”

Personality Compatibility


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