Marie R. Lemme, CFA

Observer
DISC Type : ic

President at Lemme Investment Group, Inc.

Glenview, Illinois, United States

Overview

Marie has no verified overview

Personality Overview

Example Seeker

Curious

Value Driven

They ask a lot of questions and rely heavily on information and collaterals.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

Marie has no verified topics they care about

Media Appearances

Marie has no verified media appearances

Work History

1-2003
President at Lemme Investment Group, Inc.
1-2001 - 12-2002
Director of Investments at Ogilvie Security Advisors
8-1999 - 12-2000
Financial Advisor at Allmerica Financial
3-1974 - 6-1989
Vice President at Duff & Phelps

Education

1974 - 1978
MBA from Northwestern University - Kellogg School of Management
1968 - 1972
BBA from Cleveland State University

More Information

Social Presence :

Prographics :

Exp : 41 Location : Glenview, Illinois, United States Job Level : N/A Designation : President at Lemme Investment Group, Inc.
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Insights For Selling To Marie R.

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Be prepared for a lot of questions, answer them objectively
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marie R. is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Marie R.

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Marie R. move?

  • They like to analyze well and then make their decisions.
  • Can Marie R. take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Marie R.

Personality Compatibility


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