Christie Bonacci, CPA/PFS, RICP®

Activist
DISC Type : Cd

Head of Advisory at BlueSky Wealth Advisors

New Bern, North Carolina, United States

Overview

Christie has no verified overview

Personality Overview

Meticulous

Logical And Quick

Perfectionist

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

Christie has no verified topics they care about

Media Appearances

Christie has no verified media appearances

Work History

2-2023
Head of Advisory at BlueSky Wealth Advisors
1-2022
Senior Wealth Advisor at BlueSky Wealth Advisors
10-2020 - 1-2022
Wealth Advisor at BlueSky Wealth Advisors
5-2019 - 10-2022
Adjunct Professor at UNC Kenan-Flagler Business School
10-2018 - 6-2019
Audit Assistant at Deloitte & Touche, LLP

Education

2017 - 2018
Master of Accounting from UNC Kenan-Flagler Business School
1998 - 2000
Bachelor of Science (B.S.) from Park University

More Information

Social Presence :

Prographics :

Exp : 11 Location : New Bern, North Carolina, United States Job Level : Mid-senior Designation : Head of Advisory at BlueSky Wealth Advisors
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Insights For Selling To Christie

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Refer to testimonials from others in similar positions
  • Stress on the business value that your product offers

DONT's

  • Refrain from asking too many questions
  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Christie is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Christie

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Christie move?

  • Their decision making speed is somewhere in the middle.
  • Can Christie take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Christie

Personality Compatibility


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