Michelle Jackson, CFP®, CIMA®, CPWA®

Evaluator
DISC Type : csd

Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services

Atlanta, Georgia, United States

Overview

Michelle has no verified overview

Personality Overview

Thorough Evaluator

Fast But Analytical

Quality Focused

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Michelle has no verified topics they care about

Media Appearances

Michelle has no verified media appearances

Work History

11-2019
Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services
5-2017 - 6-2019
Executive Director, Regional Sales Manager, Southeast Region at Morgan Stanley
6-2015 - 4-2017
Associate Complex Manager at Morgan Stanley
8-2014 - 5-2015
Complex Business Development Manager at Morgan Stanley
7-2012 - 8-2014
Managing Associate at John Hancock

Education

CPWA® from University of Chicago Booth School of Business Executive Education
CIMA® from The Wharton School

More Information

Social Presence :

Prographics :

Exp : 12 Location : Atlanta, Georgia, United States Job Level : Leadership Designation : Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services
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Insights For Selling To Michelle

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michelle is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Michelle

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Michelle move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Michelle take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Michelle

Personality Compatibility


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