Patricia Dolan

Examiner
DISC Type : sc

Marketing Director at Bickling Financial Services

Lexington, Massachusetts, United States

Overview

Patricia has no verified overview

Personality Overview

Overcautious

Process Oriented

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  Being observant comes to them naturally. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Patricia has no verified topics they care about

Media Appearances

Patricia has no verified media appearances

Work History

4-2017
Marketing Director at Bickling Financial Services
2-2009 - 12-2016
Compliance Securities Officer at IHS Markit | CTI Tax Solutions, LLC
2-2009 - 1-2013
Marketing at IHS Markit | CTI Tax Solutions, LLC
8-2006 - 1-2009
Senior Legal Assistant at Fidelity Investments
8-2003 - 8-2006
Legal Assistant / Paralegal at Burns & Levinson LLP

Education

Master's degree from Lesley University
Bachelor's degree from Salem State University

More Information

Social Presence :

Prographics :

Exp : 29 Location : Lexington, Massachusetts, United States Job Level : Mid-senior Designation : Marketing Director at Bickling Financial Services
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Insights For Selling To Patricia

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patricia is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Patricia

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Patricia move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Patricia take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Patricia

Personality Compatibility


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