Lisa Burton

Energizer
DISC Type : I

Director of Client Services at Core Wealth Advisors, Inc.

Lakeland, Florida, United States

Overview

Lisa has no verified overview

Personality Overview

Enthusiastic

Believer

Imaginative

They are people oriented, friendly and like creating new connections.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

5-2016
Director of Client Services at Core Wealth Advisors, Inc.
4-2013 - 4-2016
Commissions Manager at Allen & Company of Florida
5-2012 - 12-2012
Office Manager at CE Design Co.
1-2008 - 4-2012
Market Research Project Manager at Alexander Babbage, Inc.
8-2007 - 12-2007
Intern at The United Way of Central Flordia

Education

2003 - 2007
Bachelor of Science from Auburn University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Lakeland, Florida, United States Job Level : Mid-senior Designation : Director of Client Services at Core Wealth Advisors, Inc.
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Avoid cutting into their flow
  • Don’t assume a yes just because they have not said no
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Lisa

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Lisa take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Lisa

Personality Compatibility


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