Lisa McCann, PhD, RFC®,MS, MA

Sharpshooter
DISC Type : DC

Principal and Wealth Advisor at Seva Wealth Management

United States

Overview

Lisa has no verified overview

Personality Overview

Precise But Practical

Thorough Evaluator

Fast But Analytical

They do not care very much about building rapport or relationships.  They respond better to strong and respectful interactions. They are less concerned about the product and more about its potential impact.

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

11-2025
Principal and Wealth Advisor at Seva Wealth Management
10-2024 - 5-2025
Financial Advisor at Northwestern Mutual
3-2020
Chief Executive Officer at Vi-Bhakti Ventures
6-2016 - 7-2017
Interim Director of Health Care Reform Initiatives at Denver Health
7-2015 - 1-2016
Senior Advisor to the Planning Group for the Center for Health Equity at Denver Health Foundation

Education

2005 - 2012
PhD from University of Colorado Denver
2003 - 2004
M.S from Central Michigan University

More Information

Social Presence :

Prographics :

Exp : 27 Location : United States Job Level : Senior Designation : Principal and Wealth Advisor at Seva Wealth Management
URL has been copied!

Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Hold your ground without indulging in one-upmanship
  • Objectively showcase the impact that your product creates

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Don't try too hard to forge relationships with them
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Lisa

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • If convinced, they can reach decisions quite fast.
  • Can Lisa take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Lisa

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.