Katie Boylston

Captain
DISC Type : DS

Director - Client Relations at Thames Private Wealth Strategies

Columbia, South Carolina Metropolitan Area, United States

Overview

Katie has no verified overview

Personality Overview

Long-Term Thinker

Dynamic But Sincere

Consummate Professional

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

4-2024
Director - Client Relations at Thames Private Wealth Strategies
7-2008 - 8-2024
Financial Consultant at Wells Fargo Advisors

Education

2004 - 2008
Political Science from Furman University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Columbia, South Carolina Metropolitan Area, United States Job Level : Mid-senior Designation : Director - Client Relations at Thames Private Wealth Strategies
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Katie

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Katie take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Katie

Personality Compatibility


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