Lisa Ford

Inquirer
DISC Type : cd

Financial Advisor at Ascend Financial Planning and Wealth Management

Plano, Texas, United States

Overview

Lisa has no verified overview

Personality Overview

Upfront

Judgemental

Demanding

They care equally about the product and its potential impact.  They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

1-2014
Financial Advisor at Ascend Financial Planning and Wealth Management
12-2000
Business and Tax Advisory Administrator at Genesis Business and Tax Services
3-2017
Financial Advisor at Ascend Financial Planning and Wealth Management, LLC
2009 - 2012
Financial Advisor at Waddell & Reed
10-2007 - 2-2009
Sales at The Principal Financial Group

Education

BSBA from New England College of Business
Business Administration from Cleveland State University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Plano, Texas, United States Job Level : N/A Designation : Financial Advisor at Ascend Financial Planning and Wealth Management
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Highlight the competitive differentiation of your product
  • Be crisp while making the pitch

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid long winding pitches, stay objective
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Lisa

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • Their decision making speed is somewhere in the middle.
  • Can Lisa take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Lisa

Personality Compatibility


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