Brittny Ward CFP®

Examiner
DISC Type : cs

Client Relationship Manager at Partners Group

Sydney, New South Wales, Australia

Overview

Brittny has no verified overview

Personality Overview

Overcautious

Status Quo Seeker

Process Oriented

The only way to convince them is by showing them examples and ample proof.  They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Topics They Care About

Brittny has no verified topics they care about

Media Appearances

Brittny has no verified media appearances

Work History

10-2022
Client Relationship Manager at Partners Group
10-2020 - 10-2022
Key Account Manager at Schroders
5-2018 - 10-2020
Practice Development Consultant at IOOF Holdings Ltd
5-2011 - 5-2018
Financial Adviser at Crosbie Wealth Management

Education

2007 - 2010
Bachelor of Business from University of Newcastle
2014 - 2016
Certified Financial Planner from Financial Planning Association of Australia
2012 - 2014
Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional

More Information

Social Presence :

Prographics :

Exp : 14 Location : Sydney, New South Wales, Australia Job Level : Middle Designation : Client Relationship Manager at Partners Group
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Insights For Selling To Brittny

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brittny is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Brittny

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Brittny move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Brittny take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Brittny

Personality Compatibility


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