Briana Anderson, CRPS®

Editor
DISC Type : CS

Director of Marketing at Financial Foundations, Inc.

Greater Boston, United States

Overview

Briana has no verified overview

Personality Overview

Slow Buyer

Sometimes Friendly

Fact-Driven

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Briana has no verified topics they care about

Media Appearances

Briana has no verified media appearances

Work History

3-2022
Director of Marketing at Financial Foundations, Inc.
9-2018 - 2-2022
Sr. Internal Investment Specialist & DCIO Sales Desk Manager at Putnam Investments
6-2016 - 9-2018
DCIO - Senior Internal Investment Specialist at Putnam Investments
4-2015 - 6-2016
Regional Marketing Associate - Internal Wholesaler at Putnam Investments
6-2013 - 10-2014
Research Associate at Fiduciary Investment Advisors, LLC

Education

2009 - 2013
Bachelor of Arts (B.A.) from College of the Holy Cross
2005 - 2009
High School Diploma from Suffield High School

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater Boston, United States Job Level : Mid-senior Designation : Director of Marketing at Financial Foundations, Inc.
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Insights For Selling To Briana

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions

DONT's

  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid emotional and informal language, stay objective and to the point instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Briana is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Briana

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Briana move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Briana take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Briana

Personality Compatibility


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