Kim Wegner, CPA, CVA, CGMA

Planner
DISC Type : Sc

Partner at MBE CPAs

Baraboo, Wisconsin, United States

Overview

Kim has no verified overview

Personality Overview

Overcautious

Analytical & Cautious

Slower Adopter

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Kim has no verified topics they care about

Media Appearances

Kim has no verified media appearances

Work History

1-2018
Partner at MBE CPAs
6-2003
Manager at MBE CPAs

Education

2003 - 2004
Master of Professional Accountancy from University of Wisconsin-Whitewater
2000 - 2003
Bachelor of Business Administration (BBA) from University of Wisconsin-Whitewater

More Information

Social Presence :

Prographics :

Exp : 22 Location : Baraboo, Wisconsin, United States Job Level : Middle Designation : Partner at MBE CPAs
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Insights For Selling To Kim

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kim is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Kim

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Kim move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Kim take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Kim

Personality Compatibility


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