Rachel Haan

Examiner
DISC Type : cs

Partner and COO at McBee Avenue Wealth Advisors

Greenville, South Carolina, United States

Overview

Rachel has no verified overview

Personality Overview

Late Adopter

Overcautious

Unexpressive

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Rachel has no verified topics they care about

Media Appearances

Rachel has no verified media appearances

Work History

1-2024
Partner and COO at McBee Avenue Wealth Advisors
1-2018
COO at McBee Avenue Wealth Advisors
12-1999 - 12-2017
Associate Financial Representative at Northwestern Mutual

Education

Education details unavailable from Bob Jones University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Greenville, South Carolina, United States Job Level : Leadership Designation : Partner and COO at McBee Avenue Wealth Advisors
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Insights For Selling To Rachel

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rachel 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 Rachel

  • 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 Rachel move?

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

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

You And Rachel

Personality Compatibility


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