Maria Erickson, CFP®

Enthusiast
DISC Type : i

Owner/CEO at Freedom Financial & Business Planning, LLC

St. Petersburg, Florida, United States

Overview

Maria has no verified overview

Personality Overview

Optimistic

Consensus Focused

Non-Confrontational

They prefer to build relationships rather than staying totally transactional.  Unlike D or C types, they are convinced more by stories and testimonials. They agree with others often, so exercise caution when relying on their word.

Topics They Care About

Maria has no verified topics they care about

Media Appearances

Maria has no verified media appearances

Work History

9-2009
Owner/CEO at Freedom Financial & Business Planning, LLC
1-2013 - 12-2017
Client Consultant, Financial Services Innovation at Nielsen Innovation (Affinnova), Financial Services Practice
1-1994 - 12-2012
SVP, Financial Services Practice at Kantar TNS, a WPP Company
8-2009 - 3-2011
Board of Directors at Children's Home Society
3-1994 - 12-2004
Principal at Business Visions, Inc.

Education

CE from Boston University
BA from Southern Illinois University, Carbondale

More Information

Social Presence :

Prographics :

Exp : 19 Location : St. Petersburg, Florida, United States Job Level : N/A Designation : Owner/CEO at Freedom Financial & Business Planning, LLC
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Insights For Selling To Maria

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Speak from experience about success that the product has seen with other customers
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t be too formal with them, they trust informality more
  • 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 Maria is

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

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Maria move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Maria take some risk or not?

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

You And Maria

Personality Compatibility


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