Nicole Curtis, CRPC™

Critic
DISC Type : C

Financial Consultant at Fulfillment Wealth Management

McAllen, Texas, United States

Overview

Nicole has no verified overview

Personality Overview

Negotiator

ROI Driven

Information Seeker

They choose to analyze logically and value facts to emotions.  They don’t appreciate bells and whistles unless backed by data. They like to do things independently and don’t look for support from others.

Topics They Care About

Nicole has no verified topics they care about

Media Appearances

Nicole has no verified media appearances

Work History

9-2008
Financial Consultant at Fulfillment Wealth Management
Investment Plan Coordinator at Wells Fargo Advisors

Education

2004 - 2008
Spanish/International Business from St.Edward's University

More Information

Social Presence :

Prographics :

Exp : 17 Location : McAllen, Texas, United States Job Level : Mid-senior Designation : Financial Consultant at Fulfillment Wealth Management
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Insights For Selling To Nicole

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready for penetrating questions and critical examination of your pitch
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicole is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Nicole

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Nicole move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Nicole take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Nicole

Personality Compatibility


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