Marga Spangler, CWS®

Researcher
DISC Type : Cs

Vice President | Private Banker at UMB Bank

Kansas City, Missouri, United States

Overview

Marga has no verified overview

Personality Overview

Self-Disciplined

Soft Communicator

Perfectionist

Being observant comes to them naturally.  The only way to convince them is by showing them examples and ample proof. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Marga has no verified topics they care about

Media Appearances

Marga has no verified media appearances

Work History

8-2020
Vice President | Private Banker at UMB Bank
1-2019 - 12-2019
Director, Business Development & Community Ambassador - Colorado Market at First National Bank of Omaha
8-2016 - 12-2018
Managing Director, Private Client Services - Colorado Market at First National Bank of Omaha
12-2005 - 8-2016
Lead Director, Private Client Services at First National Bank of Omaha
2-2004 - 11-2005
Senior Vice President at Country Club Bank

Education

2014 - 2020
Certified Wealth Strategist from Cannon Financial Institute
1973 - 1976
Education details unavailable from University of Nebraska-Lincoln

More Information

Social Presence :

Prographics :

Exp : 29 Location : Kansas City, Missouri, United States Job Level : Senior Designation : Vice President | Private Banker at UMB Bank
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Insights For Selling To Marga

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marga is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Marga

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Marga move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Marga take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Marga

Personality Compatibility


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