Kathleen Carbone, CFP

Questioner
DISC Type : c

Chief Advisory Officer | Principal at Parcion Private Wealth

Bellevue, Washington, United States

Overview

Kathleen has no verified overview

Personality Overview

Cautious & Analytical

Value Seeker

Price-Sensitive

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

Topics They Care About

Kathleen has no verified topics they care about

Media Appearances

Kathleen has no verified media appearances

Work History

10-2019
Chief Advisory Officer | Principal at Parcion Private Wealth
10-2018 - 10-2019
Private Wealth Relationship Manager - Senior Wealth Strategy Associate at UBS
3-2017 - 10-2018
Private Wealth Relationship Manager - Wealth Strategy Associate at UBS
7-2015 - 3-2017
Client Service Associate at UBS
6-2014 - 5-2015
Client Service Associate at Morgan Stanley Wealth Management

Education

Bachelor of Arts (B.A.) from University of Washington

More Information

Social Presence :

Prographics :

Exp : 12 Location : Bellevue, Washington, United States Job Level : Leadership Designation : Chief Advisory Officer | Principal at Parcion Private Wealth
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Insights For Selling To Kathleen

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathleen 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 Kathleen

  • 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 Kathleen move?

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

  • Can Kathleen take some risk or not?

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


You And Kathleen

Personality Compatibility


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