Lisa Aoki, CFA

Examiner
DISC Type : sc

Investment Operations Director at Tidemark Financial Partners

San Diego, California, United States

Overview

Lisa has no verified overview

Personality Overview

Status Quo Seeker

Late Adopter

Tough To Convince

They are always well-planned and adopt a systematic approach.  They do not like taking risks at all and go for proven options in the end. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

11-2021
Investment Operations Director at Tidemark Financial Partners
12-2019 - 12-2021
Operations Associate at Tidemark Financial Partners
6-2019 - 12-2019
LPL Registered Administrative Associate at Tidemark Financial Partners
5-2018 - 2-2019
Customer Service Specialist at Union Bank

Education

Bachelor of Business Administration - BBA from San Diego State University
Master of Science - MS from University of San Diego

More Information

Social Presence :

Prographics :

Exp : 7 Location : San Diego, California, United States Job Level : Mid-senior Designation : Investment Operations Director at Tidemark Financial Partners
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • 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 Lisa 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 Lisa

  • 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 Lisa move?

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

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

You And Lisa

Personality Compatibility


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