Megan Thomson

Initiator
DISC Type : Di

Senior Paraplanner at Morgans Milton, Springfield and Townsville

Greater Brisbane Area, Australia

Overview

Megan has no verified overview

Personality Overview

Risk-Accepting

Impact-Oriented

Friendly Challenger

They usually prefer to drive the conversation.  They measure a product on its merit but can be influenced by strong testimonials. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Megan has no verified topics they care about

Media Appearances

Megan has no verified media appearances

Work History

4-2024
Senior Paraplanner at Morgans Milton, Springfield and Townsville
4-2022
Senior Paraplanner at Your Outsourcing Solution
6-2020 - 3-2022
Advice Intergration Manager at Madison Financial Group
1-2011 - 6-2020
Advice Professional Coach at Commonwealth Bank
8-2009 - 1-2011
Practice Manager/Senior Paraplanner at CB Financial, Brisbane

Education

2005 - 2010
AD of Financial Planning from FPA
1995 - 1998
Bachelor of Commence from Griffith University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Greater Brisbane Area, Australia Job Level : N/A Designation : Senior Paraplanner at Morgans Milton, Springfield and Townsville
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Insights For Selling To Megan

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Acknowledge their status and position during the conversation
  • Refer to testimonials from well known people to highlight the value of your product

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • 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 Megan 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 Megan

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

Insights For Deal Planning

    How fast (or slow) will Megan move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Megan take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Megan

Personality Compatibility


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