Katie Baker

Wildcard
DISC Type : cis

Vice President, Marketing, Global Wealth Management at Scotiabank

Toronto, Ontario, Canada

Overview

Katie has no verified overview

Personality Overview

Curious But Skeptical

Friendly But Slow

ROI Driven

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

6-2019
Vice President, Marketing, Global Wealth Management at Scotiabank
5-2018 - 6-2019
Director, Marketing, Global Wealth Management at Scotiabank
9-2017 - 5-2018
Director, Marketing, Canadian Wealth Management at Scotiabank
10-2015 - 9-2017
Director, Marketing, Scotia Wealth Management at Scotiabank
6-2015 - 10-2015
Director, Marketing, ScotiaMcLeod at Scotiabank

Education

1993 - 1997
Hon BA from University of Toronto - Victoria University
1999 - 2000
Diploma from Sheridan College

More Information

Social Presence :

Prographics :

Exp : 25 Location : Toronto, Ontario, Canada Job Level : Senior Designation : Vice President, Marketing, Global Wealth Management at Scotiabank
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Share testimonials from known people and give multiple examples of product value
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Katie

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Katie take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Katie

Personality Compatibility


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