Lisa Kloster

Supporter
DISC Type : s

Chief Financial Officer at Offit Kurman, P.A.

Potomac, Maryland, United States

Overview

Lisa has no verified overview

Personality Overview

Risk-averse

Procedural

Thoughtful In Approach

They are motivated by the potential impact of their decision on the organization.  They are unlikely to become strong champions as they don't prefer pushing other people. They prefer to follow rules and procedures.

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

3-2021
Chief Financial Officer at Offit Kurman, P.A.
6-2007 - 3-2021
Chief Financial Officer at Pace Harmon
8-1985 - 7-2000
Partner at PricewaterhouseCoopers
8-1985 - 6-2000
Auditor at PricewaterhouseCoopers

Education

1981 - 1985
BS from University of North Carolina at Chapel Hill
Education details unavailable from Paint Branch High School

More Information

Social Presence :

Prographics :

Exp : 33 Location : Potomac, Maryland, United States Job Level : Leadership Designation : Chief Financial Officer at Offit Kurman, P.A.
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Show willingness to accommodating their needs or requests
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • Engage other key stakeholders on their side and leverage if they approve of your product

DONT's

  • Avoid saying anything that sounds like a risky proposition
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t rush them to make quick decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Lisa

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Lisa take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Lisa

Personality Compatibility


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