Debra Melvin, MBA, CDFA

Critic
DISC Type : C

Financial Advisor & Founder of Divorced Millionaire Moms at I.A.G. Wealth Partners

Milwaukee, Wisconsin, United States

Overview

Debra has no verified overview

Personality Overview

Negotiator

ROI Driven

Critic

They choose to analyze logically and value facts to emotions.  It is very likely that they will negotiate pricing or other important terms. They like to do things independently and don’t look for support from others.

Topics They Care About

Debra has no verified topics they care about

Media Appearances

Debra has no verified media appearances

Work History

3-2014
Financial Advisor & Founder of Divorced Millionaire Moms at I.A.G. Wealth Partners
10-2011 - 3-2014
Vice President - Investments, Financial Advisor at Cedar Creek Securities Inc.
10-2010 - 10-2012
Sponsorship Chair at Executive Women's Golf Association
12-2003 - 10-2011
Financial Advisor at Morgan Stanley Smith Barney LLC
Operations Associate at A.G. Edwards & Sons, Inc.

Education

Bachelor of Science from University of Wisconsin-Madison
MBA from Marquette University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Milwaukee, Wisconsin, United States Job Level : Leadership Designation : Financial Advisor & Founder of Divorced Millionaire Moms at I.A.G. Wealth Partners
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Insights For Selling To Debra

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready to answer many clarity-seeking questions and requests for information
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Debra is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Debra

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Debra move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Debra take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Debra

Personality Compatibility


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