Debbie Gaglioti

Wildcard
DISC Type : cis

President, Chief Financial Officer at Captive Planning Associates

Marlton, New Jersey, United States

Overview

Debbie has no verified overview

Personality Overview

Friendly But Slow

Requires Proof

Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Debbie has no verified topics they care about

Media Appearances

Debbie has no verified media appearances

Work History

1-2023
President, Chief Financial Officer at Captive Planning Associates
1-2015
Member Manager at Captive Planning Resources, LLC
1-2013 - 7-2013
Director at Alvarez & Marsal
2-2009 - 1-2023
Sr. Vice President, Chief Operating Officer at Captive Planning Associates, LLC
3-2023
Advisor/ Planner at Independent

Education

1985 - 1989
BBA from Hofstra University

More Information

Social Presence :

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Exp : 15 Location : Marlton, New Jersey, United States Job Level : Leadership Designation : President, Chief Financial Officer at Captive Planning Associates
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Insights For Selling To Debbie

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Help them understand the risk aspect fully while inspiring confidence
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Debbie is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Debbie

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Debbie move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Debbie take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Debbie

Personality Compatibility


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