Lori Petruso Sobin

Examiner
DISC Type : cs

Financial Advisor at Petruso Financial Services

Erie, Pennsylvania, United States

Overview

Lori has no verified overview

Personality Overview

Process Oriented

Late Adopter

Status Quo Seeker

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach.

Topics They Care About

Lori has no verified topics they care about

Media Appearances

Lori has no verified media appearances

Work History

2-2018
Financial Advisor at Petruso Financial Services
6-2017
Paraplanner at Petruso Financial Services
11-2011
Director of Marketing at Petruso Financial Services
10-2006
Client Service Manager at Petruso Financial Services
6-2002 - 11-2005
Management Operations Supervisor at Cystic Fibrosis Foundation

Education

1994 - 1998
Bachelor's degree from Penn State University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Erie, Pennsylvania, United States Job Level : Mid-senior Designation : Financial Advisor at Petruso Financial Services
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Insights For Selling To Lori Petruso

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lori Petruso is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Lori Petruso

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Lori Petruso move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Lori Petruso take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Lori Petruso

Personality Compatibility


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