Bekki Daugherty MBA RD LD/N

Enthusiast
DISC Type : i

Director of Operations and Compliance at Zinnia Wealth Management

Ocala, Florida, United States

Overview

Bekki has no verified overview

Personality Overview

Amiable & Agreeable

Story Driven

Consensus Focused

They are more about building relationships than just cutting deals.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Bekki has no verified topics they care about

Media Appearances

Bekki has no verified media appearances

Work History

8-2023
Director of Operations and Compliance at Zinnia Wealth Management
10-2020 - 4-2023
Sr. Mortgage Loan Advisor at Coast2Coast Mortgage Lending
1-2017 - 8-2023
Executive Director at Bridgewater Park Assisted Living
6-2016 - 10-2020
Mortgage Loan Officer at Hamilton Group Funding, Inc.
4-2015 - 10-2016
Area Director of Operations at Hampton Manor

Education

2014 - 2018
Master of Business Administration (MBA) from Frostburg State University
1995 - 1999
Bachelors from University of Florida

More Information

Social Presence :

Prographics :

Exp : 10 Location : Ocala, Florida, United States Job Level : Mid-senior Designation : Director of Operations and Compliance at Zinnia Wealth Management
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Insights For Selling To Bekki

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Speak from experience about success that the product has seen with other customers
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bekki is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Bekki

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Bekki move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Bekki take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Bekki

Personality Compatibility


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