Lisa McDaniel, CFA, CRPC

Enthusiast
DISC Type : i

SVP, Senior Portfolio Manager at Simmons Bank

Little Rock, Arkansas, United States

Overview

Lisa has no verified overview

Personality Overview

Amiable & Agreeable

Consensus Focused

Optimistic

They are generally friendly, so be careful when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

11-2023
SVP, Senior Portfolio Manager at Simmons Bank
3-2021 - 10-2023
Director of Wealth Management at EGP Wealth Management, LLC
6-2020 - 2-2021
CFA Content Specialist at UWorld
10-2013 - 6-2020
Lecturer in Finance at University of North Texas
3-2012 - 8-2013
Managing Partner/Senior Investment Advisor at The Mutual Fund Store

Education

1987 - 1990
MBA from University of Arkansas at Little Rock
1983 - 1987
B.S. from University of Arkansas

More Information

Social Presence :

Prographics :

Exp : 13 Location : Little Rock, Arkansas, United States Job Level : Leadership Designation : SVP, Senior Portfolio Manager at Simmons Bank
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Give them the opportunity to lead the conversation where possible
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Lisa

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Lisa take some risk or not?

  • They can take some low-probability risks if needed.

You And Lisa

Personality Compatibility


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