Lindsay Coates

Examiner
DISC Type : sc

Head of Strategic Accounts at Netwealth - See Wealth Differently (ASX:NWL)

Greater Brisbane Area, Australia

Overview

Lindsay has no verified overview

Personality Overview

Overcautious

Unexpressive

Process Oriented

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Topics They Care About

Lindsay has no verified topics they care about

Media Appearances

Lindsay has no verified media appearances

Work History

8-2022
Head of Strategic Accounts at Netwealth - See Wealth Differently (ASX:NWL)
9-2019 - 8-2022
Strategic Account Manager at Netwealth - See Wealth Differently (ASX:NWL)
7-2012 - 10-2019
Senior Distribution Manager at Netwealth - See Wealth Differently (ASX:NWL)
7-2009 - 12-2011
Assistant Director at CAERUS Capital Group
1-2006 - 10-2008
Senior Training & Relationship Manager at Macquarie Bank

Education

2019 - 2021
Graduate Certificate from QUT (Queensland University of Technology)
1-2022
Master's degree from QUT (Queensland University of Technology)

More Information

Social Presence :

Prographics :

Exp : 26 Location : Greater Brisbane Area, Australia Job Level : Mid-senior Designation : Head of Strategic Accounts at Netwealth - See Wealth Differently (ASX:NWL)
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Insights For Selling To Lindsay

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lindsay is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Lindsay

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Lindsay move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Lindsay take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Lindsay

Personality Compatibility


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