Cassandra Bartlett, CFP®, CWS®

Inquirer
DISC Type : cd

VP, Branch Manager at Charles Schwab

Santa Cruz, California, United States

Overview

Cassandra has no verified overview

Personality Overview

ROI Conscious

Judgemental

Hard To Convince

They respond well to confident salespeople.  They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Cassandra has no verified topics they care about

Media Appearances

Cassandra has no verified media appearances

Work History

5-2023
VP, Branch Manager at Charles Schwab
8-2021 - 5-2023
Branch Manager, Financial Solutions Branch at Charles Schwab
10-2019 - 8-2021
VP, Assistant Branch Manager at Charles Schwab
6-2016 - 5-2018
Self Employed at Bartlett Inc
6-2008 - 6-2016
Team Lead, Central Review Team at Fidelity Investments

Education

2005 - 2006
Master of Business Administration - MBA from Baker University
2000 - 2004
Bachelor's degree from William Jewell College

More Information

Social Presence :

Prographics :

Exp : 23 Location : Santa Cruz, California, United States Job Level : Senior Designation : VP, Branch Manager at Charles Schwab
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Insights For Selling To Cassandra

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Refer to testimonials from others in similar positions

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cassandra is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Cassandra

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Cassandra move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Cassandra take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Cassandra

Personality Compatibility


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