Mary McWilliams Bates

Energizer
DISC Type : I

Vice President of Marketing at e3 Wealth

Austin, Texas, United States

Overview

Mary has no verified overview

Personality Overview

Informal

Imaginative

Believer

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They excel at seeing the bigger picture, and the long-term impact of their decisions. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Mary has no verified topics they care about

Media Appearances

Mary has no verified media appearances

Work History

5-2025
Vice President of Marketing at e3 Wealth
5-2025
Vice President of Marketing at transce3nd, LLC.
10-2024 - 5-2025
Senior Advisor Marketing Manager at Kestra Holdings
8-2022 - 10-2024
Advisor Marketing Manager at Kestra Holdings
1-2021 - 8-2022
Senior Marketing Consultant | Digital Marketing at LPL Financial

Education

2014 - 2018
Bachelor of Business Administration (B.B.A.) from Darla Moore School of Business at the University of South Carolina

More Information

Social Presence :

Prographics :

Exp : 8 Location : Austin, Texas, United States Job Level : Senior Designation : Vice President of Marketing at e3 Wealth
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Insights For Selling To Mary

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Do some small talk, ask them how things are going on their side

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mary is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Mary

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Mary move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Mary take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Mary

Personality Compatibility


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