Margaret Abeles, MBA

Pioneer
DISC Type : DSI

Partner at 2GO Advisory Group

San Francisco, California, United States

Overview

Margaret is a C-suite advisor and Partner at 2GO Advisory Group, where she helps executives in law, banking, and professional services drive growth. Holding an MBA from UCLA, people she has worked with describe her as strategic, proactive, and organized.

She lives in San Francisco with her husband, who works as a PR consultant and is also a musician.

At Charles Schwab, she won the prestigious CEO Award, which recognizes the top 1% of performers at the firm.

Personality Overview

Driven But Considerate

Decisive But Friendly

Friendly But Fast

They have the unique ability to win both love and respect from their team (or outsiders)  If they are convinced, they can become very strong champions for your product They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed

Topics They Care About

C-Suite Effectiveness
She specializes in freeing up C-suite executives from daily tasks to focus on vision, client service, and strategic growth.
Empathetic Leadership
Her professional bio highlights her "disciplined, empathetic approach, " and her posts focus on how leaders build trust through their actions and tone.
Professional Services Growth
Her current practice focuses on partnering with senior executives at law, banking, and other professional services firms to execute strategy and streamline operations.

Media Appearances

Margaret has no verified media appearances

Work History

2-2024
Partner at 2GO Advisory Group
1-2019
Chief of Staff | Strategy and Marketing Leader at Margaret Abeles Enterprises
6-2013 - 1-2019
Chief Strategy Officer at Hanson Bridgett LLP
5-2006 - 5-2013
Managing Director, Insights, Analytics and Loyalty at Charles Schwab
2-2004 - 4-2006
Vice President, Strategic Planning at Porter Novelli Public Relations

Education

MBA from UCLA Anderson School of Management
Bachelor of Science (B.Sc.) from Pepperdine University

More Information

Social Presence :

Prographics :

Exp : 21 Location : San Francisco, California, United States Job Level : Senior Designation : Partner at 2GO Advisory Group
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Insights For Selling To Margaret

During A Call Or A Meeting

DO's

  • Ask them for a lunch or coffee once some rapport has been established
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Build a trustworthy relationship while keeping the product center-stage

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Margaret is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Margaret

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Margaret move?

  • They are generally fast movers and can take quick decisions
  • Can Margaret take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Margaret

Personality Compatibility


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