Elizabeth Crawford

Questioner
DISC Type : c

Partner | Chief Executive Officer at Sendero Wealth Management

San Antonio, Texas, United States

Overview

Elizabeth has no verified overview

Personality Overview

Value Seeker

Price-Sensitive

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Elizabeth has no verified topics they care about

Media Appearances

Elizabeth has no verified media appearances

Work History

8-2017
Partner | Chief Executive Officer at Sendero Wealth Management
3-2012 - 7-2017
Managing Director, Investment Advisor at Sendero Wealth Management
10-2003 - 3-2012
VP/Director of Consulting at The Trust Company
5-2001 - 8-2003
Marketing at Barrow Hanley Mewhinney & Strauss

Education

1990 - 1994
BA from Boston University
1990 - 1990
Education details unavailable from Saint Mary's Hall

More Information

Social Presence :

Prographics :

Exp : 24 Location : San Antonio, Texas, United States Job Level : Leadership Designation : Partner | Chief Executive Officer at Sendero Wealth Management
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Insights For Selling To Elizabeth

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • 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

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elizabeth 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 Elizabeth

  • 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 Elizabeth move?

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

  • Can Elizabeth take some risk or not?

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


You And Elizabeth

Personality Compatibility


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