Holly Baroway, CFP®

Questioner
DISC Type : c

Managing Director/Investments - Stifel at Stifel Financial Corp.

Denver Metropolitan Area, United States

Overview

Holly has no verified overview

Personality Overview

Price-Sensitive

Value Seeker

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  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

Holly has no verified topics they care about

Media Appearances

Holly has no verified media appearances

Work History

6-2009
Managing Director/Investments - Stifel at Stifel Financial Corp.
Financial Consultant at A.G. Edwards & Sons, Inc.
6-1985 - 6-1998
Professional Ballet Dancer at Various

Education

1999 - 2000
Master of International Management from University of Denver - Daniels College of Business
1997 - 1999
Bachelor of Arts (B.A.) from Capital University

More Information

Social Presence :

Prographics :

Exp : 29 Location : Denver Metropolitan Area, United States Job Level : Senior Designation : Managing Director/Investments - Stifel at Stifel Financial Corp.
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Insights For Selling To Holly

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • 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 Holly 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 Holly

  • 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 Holly move?

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

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Holly

Personality Compatibility


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