Katie Burke, CPA

Collaborator
DISC Type : is

Director of Accounting Services at Creative Planning

Kansas City Metropolitan Area, United States

Overview

Katie has no verified overview

Personality Overview

Fair-minded

Consensus Builder

Good Listener

Scenarios where both sides can come out as winners appeal to them greatly.  They are more likely to opt for solutions that are proven in the market. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

10-2022
Director of Accounting Services at Creative Planning
Senior Recruiting Manager at Robert Half
Accounting Manager at Mariner Wealth Advisors

Education

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

More Information

Social Presence :

Prographics :

Exp : 3 Location : Kansas City Metropolitan Area, United States Job Level : Mid-senior Designation : Director of Accounting Services at Creative Planning
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Summarize the key points at the end of the conversation
  • Show them how they look good by making this decision
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision

DONT's

  • Don’t give the impression of being unproven or risky
  • Don’t sound very transactional
  • Don’t ask too many questions that sound too dry and objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from Katie

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can Katie take some risk or not?

  • They are unlikely to take many risks.

You And Katie

Personality Compatibility


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