Kacy Seitz, ChFC, CLTC, ChSNC

Commander
DISC Type : D

Wealth Managment Advisor at Whole Story Planning

Overland Park, Kansas, United States

Overview

Kacy has no verified overview

Personality Overview

Decisive

Very Quick

Candid & Clear

They prefer to move quickly, and expect the same from others.  They do not care very much about building rapport or relationships. They respond better to strong and respectful interactions.

Topics They Care About

Kacy has no verified topics they care about

Media Appearances

Kacy has no verified media appearances

Work History

10-2013
Wealth Managment Advisor at Whole Story Planning
5-2011 - 4-2013
Sr. Marketing Manager at Creative Marketing International Corporation
4-2008 - 5-2011
Marketing Program Manager at Creative Marketing International Corporation
7-2006 - 3-2008
Marketing Manager at Positive Networks
10-2001 - 6-2004
Marketing & Franchise Manager at CD Tradepost

Education

1997 - 2001
Bachelor's Degree from Washburn University
1995 - 1997
High School from Marmaton Valley High School

More Information

Social Presence :

Prographics :

Exp : 24 Location : Overland Park, Kansas, United States Job Level : N/A Designation : Wealth Managment Advisor at Whole Story Planning
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Insights For Selling To Kacy

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Be respectful but crisp
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Avoid being too verbose
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kacy is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Kacy

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Kacy move?

  • If convinced, they can reach decisions quite fast.
  • Can Kacy take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Kacy

Personality Compatibility


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