Kathy Hartley

Examiner
DISC Type : cs

Client Relationship Manager at Global Financial Private Client, LLC

Sarasota, Florida, United States

Overview

Kathy has no verified overview

Personality Overview

Unexpressive

Process Oriented

Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Kathy has no verified topics they care about

Media Appearances

Kathy has no verified media appearances

Work History

9-2022
Client Relationship Manager at Global Financial Private Client, LLC
5-2016 - 8-2022
Vice President, Account Manager at Ned Davis Research
12-1998 - 7-2016
Senior Sector Analyst at Ned Davis Research
Trust Investment Specialist at SunTrust Bank

Education

1990 - 1998
Bachelor's Degree from University of South Florida

More Information

Social Presence :

Prographics :

Exp : N/A Location : Sarasota, Florida, United States Job Level : N/A Designation : Client Relationship Manager at Global Financial Private Client, LLC
URL has been copied!

Insights For Selling To Kathy

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathy is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kathy

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Kathy move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Kathy take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Kathy

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.