Dianne Denison, MBA, CKA®, CRPC®

Questioner
DISC Type : c

Financial Advisor at Ameriprise Financial Services, LLC

Center Valley, Pennsylvania, United States

Overview

Dianne has no verified overview

Personality Overview

Systematic

Cautious & Analytical

Not Easily Convinced

They prefer to do thorough analysis of any situation.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Dianne has no verified topics they care about

Media Appearances

Dianne has no verified media appearances

Work History

7-2019
Financial Advisor at Ameriprise Financial Services, LLC
4-2009 - 7-2019
Sr. Financial Advisor at Merrill Lynch Wealth Management
6-2005 - 4-2009
International Financial Advisor at Smith Barney/ Citigroup
3-2003 - 6-2005
Wealth Management Advisor at Legg Mason Wood Walker, Incorporated

Education

9-1997 - 12-1998
Executive MBA from The George Washington University
9-1984 - 12-1988
Bachelor of Science - BS from University of Maryland

More Information

Social Presence :

Prographics :

Exp : 22 Location : Center Valley, Pennsylvania, United States Job Level : N/A Designation : Financial Advisor at Ameriprise Financial Services, LLC
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Insights For Selling To Dianne

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dianne is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Dianne

  • 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 Dianne move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Dianne take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Dianne

Personality Compatibility


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