Kjersten Lazar

Critic
DISC Type : C

Member, Raymond James Longevity Advisory Board at Raymond James

Carmel, New York, United States

Overview

Kjersten has no verified overview

Personality Overview

Precise

ROI Driven

Objective Thinker

They don’t appreciate bells and whistles unless backed by data.  They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Topics They Care About

Kjersten has no verified topics they care about

Media Appearances

Kjersten has no verified media appearances

Work History

1-2021
Member, Raymond James Longevity Advisory Board at Raymond James
2-2020
Women's Advisory Council Board Member at Raymond James
1-2018
First Vice President, Wealth Management, CERTIFIED FINANCIAL PLANNER™ at Raymond James
1-2018 - 12-2023
Member at Raymond James Technology Advisory Council
6-2005 - 3-2007
Vice President, Investments at Smith Barney

Education

1985 - 1989
BS from Michigan State University
1981 - 1985
Education details unavailable from Masuk

More Information

Social Presence :

Prographics :

Exp : 22 Location : Carmel, New York, United States Job Level : Senior Designation : Member, Raymond James Longevity Advisory Board at Raymond James
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Insights For Selling To Kjersten

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Be formal and objective, they will appreciate it more
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Do not use very emotional or colorful language
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kjersten is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Kjersten

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Kjersten move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Kjersten take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Kjersten

Personality Compatibility


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