Michelle Wood

Questioner
DISC Type : c

Financial Advisor at Edward Jones

San Antonio, Texas Metropolitan Area, United States

Overview

Michelle has no verified overview

Personality Overview

Systematic

Price-Sensitive

Cautious & Analytical

They prefer to fully evaluate every situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Michelle has no verified topics they care about

Media Appearances

Michelle has no verified media appearances

Work History

10-2005
Financial Advisor at Edward Jones

Education

Bachelor of Business Administration from Baylor University

More Information

Social Presence :

Prographics :

Exp : 20 Location : San Antonio, Texas Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor at Edward Jones
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Insights For Selling To Michelle

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michelle is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Michelle

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Michelle move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Michelle take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Michelle

Personality Compatibility


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