Michelle Lauder, CFP®

Evaluator
DISC Type : CDS

Partner, Vice President and Wealth and Portfolio Specialist at Steward Partners Global Advisory

Manchester, New Hampshire, United States

Overview

Michelle has no verified overview

Personality Overview

Hard To Convince

Quality Focused

Thorough Evaluator

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

5-2018
Partner, Vice President and Wealth and Portfolio Specialist at Steward Partners Global Advisory
9-2014 - 5-2018
Senior Registered Client Associate at Wells Fargo Advisors
4-2014 - 9-2014
Assistant Vice President, Financial Solutions Advisor at Merrill Edge
7-2006 - 3-2014
Financial Advisor at Wells Fargo Advisors
4-2001 - 7-2006
Registered Sales Assistant at Bear Stearns

Education

1995 - 1999
Bachelor of Science (B.S.) from Southern New Hampshire University
1991 - 1995
Education details unavailable from Rockland District High School

More Information

Social Presence :

Prographics :

Exp : 24 Location : Manchester, New Hampshire, United States Job Level : Senior Designation : Partner, Vice President and Wealth and Portfolio Specialist at Steward Partners Global Advisory
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Insights For Selling To Michelle

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Be prepared for comments or questions that are critical of your product or your claims
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same
  • Don’t focus on relationship, focus purely on the merit of your product

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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