Michelle Seymour

Editor
DISC Type : CS

Managing Director, Wealth Planning at ATB Wealth

Calgary, Alberta, Canada

Overview

Michelle has no verified overview

Personality Overview

Self-Disciplined

Late Adopter

Sometimes Friendly

They are always well-planned and adopt a systematic approach.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Michelle has no verified topics they care about

Media Appearances

Michelle has no verified media appearances

Work History

6-2021
Managing Director, Wealth Planning at ATB Wealth
10-2016 - 6-2021
Director, Tax and Business Succession Planning at ATB Wealth
2011 - 2016
Senior Tax Manager at Deloitte
2009 - 2011
Tax Manager at Deloitte
2007 - 2009
Senior Tax Analyst at Deloitte

Education

Master of Professional Accounting from University of Saskatchewan
Bachelor of Commerce from University of Saskatchewan

More Information

Social Presence :

Prographics :

Exp : 21 Location : Calgary, Alberta, Canada Job Level : Mid-senior Designation : Managing Director, Wealth Planning at ATB Wealth
URL has been copied!

Insights For Selling To Michelle

During A Call Or A Meeting

DO's

  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Use a presentation with information before getting into a live product walkthrough

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michelle is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Michelle

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Michelle move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Michelle take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Michelle

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.