Emily May Francis

Enthusiast
DISC Type : i

Retirement Services Lead at Focus Partners Wealth

Nashville, Tennessee, United States

Overview

Emily has no verified overview

Personality Overview

Amiable & Agreeable

Consensus Focused

Non-Confrontational

They prefer to build relationships rather than staying totally transactional.  They agree with others often, so exercise caution when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Emily has no verified topics they care about

Media Appearances

Emily has no verified media appearances

Work History

6-2024
Retirement Services Lead at Focus Partners Wealth
4-2022 - 6-2024
Billing & Operations Lead, Retirement Solutions at Buckingham Wealth Partners
6-2021 - 4-2022
Retirement Solutions Specialist at Buckingham Wealth Partners
1-2021 - 5-2021
Assistant Manager at Cape Reserve
5-2019 - 1-2021
Account Manager at Cape Reserve

Education

2015 - 2019
Bachelor of Science - BS from Missouri State University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Nashville, Tennessee, United States Job Level : N/A Designation : Retirement Services Lead at Focus Partners Wealth
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Insights For Selling To Emily May

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Give them the opportunity to lead the conversation where possible
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Emily May is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Emily May

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Emily May move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Emily May take some risk or not?

  • They can take some low-probability risks if needed.

You And Emily May

Personality Compatibility


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