Dawn McPherson, QPFC

Questioner
DISC Type : c

Senior Director, Business Development at CAPTRUST

Kansas City, Missouri, United States

Overview

Dawn has no verified overview

Personality Overview

Value Seeker

Price-Sensitive

Systematic

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation.

Topics They Care About

Dawn has no verified topics they care about

Media Appearances

Dawn has no verified media appearances

Work History

1-2025
Senior Director, Business Development at CAPTRUST
3-2022 - 1-2025
Director, Retirement Plan Consulting at CAPTRUST
1-2020 - 3-2022
Director, Retirement Plan Solutions at Mariner Wealth Advisors
10-2014 - 1-2020
Practice Manager/Retirement Plan Consultant at Mariner Wealth Advisors
1-2011 - 10-2014
Account Executive at SageView Advisory Group

Education

B.A. from Bob Jones University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Kansas City, Missouri, United States Job Level : Senior Designation : Senior Director, Business Development at CAPTRUST
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Insights For Selling To Dawn

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dawn is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Dawn

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Dawn move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Dawn take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Dawn

Personality Compatibility


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