Nancy Congdon

Enthusiast
DISC Type : i

President and Founder at Blue Water Wealth

Portland, Oregon, United States

Overview

Nancy has no verified overview

Personality Overview

Consensus Focused

Story Driven

Optimistic

Unlike D or C types, they are convinced more by stories and testimonials.  They prefer to build relationships rather than staying totally transactional. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Nancy has no verified topics they care about

Media Appearances

Nancy has no verified media appearances

Work History

8-2012
President and Founder at Blue Water Wealth
8-2007 - 8-2012
President and Lead Advisor at Nancy Congdon & Associates
12-1998 - 8-2007
Field Vice President at Ameriprise Financial Services, Inc.

Education

1998 - 1999
Master of Business Administration (M.B.A.) from University of Denver
1982 - 1987
Bachelor's Degree from Wright State University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Portland, Oregon, United States Job Level : Leadership Designation : President and Founder at Blue Water Wealth
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Insights For Selling To Nancy

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Maintain high, positive energy and convey confidence
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nancy is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Nancy

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Nancy move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Nancy take some risk or not?

  • They can take some low-probability risks if needed.

You And Nancy

Personality Compatibility


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