Bridget Sharp

Balancer
DISC Type : S

Financial Paraplanner Qualified Professional at Regal Wealth Advisors LLC

Longs, South Carolina, United States

Overview

Bridget has no verified overview

Personality Overview

Process-Oriented

Diplomatic

Good Listener

They are polite and respectful but practical.  Even if it takes time, they prefer following the process. They are confident about making long-term decisions.

Topics They Care About

Bridget has no verified topics they care about

Media Appearances

Bridget has no verified media appearances

Work History

6-2021
Financial Paraplanner Qualified Professional at Regal Wealth Advisors LLC
5-2021
Registered Paraplanner at Heritage Financial Consultants LLC
6-2007 - 7-2008
Registered Paraplanner at PSA Insurance & Financial Services

Education

1999 - 2001
Bachelor of Science - BS from Towson University

More Information

Social Presence :

Prographics :

Exp : 5 Location : Longs, South Carolina, United States Job Level : N/A Designation : Financial Paraplanner Qualified Professional at Regal Wealth Advisors LLC
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Insights For Selling To Bridget

During A Call Or A Meeting

DO's

  • Share information about the process and how it would address all concerns
  • Be very observant about how they perceive the risk in the decision
  • Be personal and polite and slightly formal

DONT's

  • Do not sound very transactional, make extra effort to be genuinely interested
  • Don’t try to be overly social in the early interactions
  • Don’t brush off their concerns, their comfort with you will go down

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bridget is

  • For them, low risk, acceptance by others and strong collaterals are most important.
  • Will you ever get a clear answer from Bridget

  • They never like to say no directly, they postpone the decisions or just go silent.

Insights For Deal Planning

    How fast (or slow) will Bridget move?

  • They can be very slow in making decisions.
  • Can Bridget take some risk or not?

  • They are very likely to play it safe rather than taking risk.

You And Bridget

Personality Compatibility


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