Marie Villard

Inspirer
DISC Type : di

Chief Operating Officer at Financial Synergies Wealth Advisors

Greater Houston, United States

Overview

Marie has no verified overview

Personality Overview

Confident & Optimistic

Decisive

Charming & Persuasive

They respond well to objective pitches but also attach some value to relationships.  They don’t mind taking a stand if they believe in something. They usually prefer to drive the conversation.

Topics They Care About

Marie has no verified topics they care about

Media Appearances

Marie has no verified media appearances

Work History

4-2025
Chief Operating Officer at Financial Synergies Wealth Advisors
3-2016
Chief Compliance Officer at Financial Synergies Wealth Advisors
3-2013 - 4-2025
Director of Operations at Financial Synergies Wealth Advisors
11-2010 - 3-2013
Relationship Specialist, Advisor Services at Charles Schwab
5-2010 - 11-2010
QA Project Manager, Wealth Platform at SEI

Education

2004 - 2008
BBA from Stetson University
1-2011 - 10-2013
Master of Arts - MA from Full Sail University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Greater Houston, United States Job Level : Leadership Designation : Chief Operating Officer at Financial Synergies Wealth Advisors
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Insights For Selling To Marie

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Focus on the big picture and the strategic value of your product
  • Clearly address the competitive aspects

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marie is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Marie

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Marie move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Marie take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Marie

Personality Compatibility


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