Brianna Shepard

Energizer
DISC Type : I

Director of Client Operations at Kirsner Wealth Management

Boca Raton, Florida, United States

Overview

Brianna has no verified overview

Personality Overview

Informal

Full Of Energy

Enthusiastic

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are always positive and upbeat, so take their promises with a pinch of salt. They are friendly, approachable and love to make new connections.

Topics They Care About

Brianna has no verified topics they care about

Media Appearances

Brianna has no verified media appearances

Work History

2-2023
Director of Client Operations at Kirsner Wealth Management
9-2022 - 10-2022
Operations Manager - Talent Acquisitions Department at MV Realty
11-2021 - 9-2022
Talent Acquisitions Coordinator at MV Realty
6-2017 - 11-2021
Executive Administrative Assistant at A LIGHTING MAINTENANCE CORP.
8-2016 - 12-2020
Activity Coordinator at Palm Beach County

Education

Bachelor's degree from Florida Atlantic University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Boca Raton, Florida, United States Job Level : Mid-senior Designation : Director of Client Operations at Kirsner Wealth Management
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Insights For Selling To Brianna

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Do some small talk, ask them how things are going on their side

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be too formal, focus on building comfort and trust
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brianna is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Brianna

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Brianna move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Brianna take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Brianna

Personality Compatibility


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