Michelle Lewis

Evaluator
DISC Type : SDC

Associate Private Banker at Scotia Wealth Management

Greater Halifax Metropolitan Area, Canada

Overview

Michelle has no verified overview

Personality Overview

Quality Focused

Fast But Analytical

Hard To Convince

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service 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

4-2023
Associate Private Banker at Scotia Wealth Management
1-2021 - 4-2023
Senior Financial Advisor at Scotiabank
6-2017 - 1-2021
Senior Invesment & Financial Service Representative at CIBC
2-2013 - 6-2017
Financial Service Representative at CIBC
4-2010 - 2-2013
Assistant Branch Manager at CIBC

Education

Psychology from Dalhousie University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greater Halifax Metropolitan Area, Canada Job Level : N/A Designation : Associate Private Banker at Scotia Wealth Management
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Insights For Selling To Michelle

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

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
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

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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