Kathy Nolan

Enigma
DISC Type : dci

Wealth Management Advisor at AE Wealth Management

Belmar, New Jersey, United States

Overview

Kathy has no verified overview

Personality Overview

Fast Follower

Friendly Yet Blunt

Hard To Convince

They are likely to ask many questions and look heavily for supporting proof as well as information.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are generally strong communicators and are not easy to convince.

Topics They Care About

Kathy has no verified topics they care about

Media Appearances

Kathy has no verified media appearances

Work History

3-2017
Wealth Management Advisor at AE Wealth Management
2-1981
Institutional Trader, Registered Options Principal at RC Stamm & Co
President/Owner at Family Focus Financial Group
Member at Jackson NJ Chamber of Commerce
Account representative/Agent at MetLife

Education

Psychology from Saint Peter's University

More Information

Social Presence :

Prographics :

Exp : 45 Location : Belmar, New Jersey, United States Job Level : Senior Designation : Wealth Management Advisor at AE Wealth Management
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Insights For Selling To Kathy

During A Call Or A Meeting

DO's

  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.
  • Help them realize that any personal risk in making this decision is far less compared to what the results could mean for them

DONT's

  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathy is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Kathy

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Kathy move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Kathy take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Kathy

Personality Compatibility


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