Raegan Wagner

Critic
DISC Type : C

Financial Advisor/Vice President at Morgan Stanley

Des Moines Metropolitan Area, United States

Overview

Raegan has no verified overview

Personality Overview

Objective Thinker

Information Seeker

ROI Driven

They like to do things independently and don’t look for support from others.  They choose to analyze logically and value facts to emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Raegan has no verified topics they care about

Media Appearances

Raegan has no verified media appearances

Work History

9-2015
Financial Advisor/Vice President at Morgan Stanley
8-2005 - 9-2015
Financing Consultant at Principal Financial Group
6-2004 - 8-2005
Group Life and Disability Underwriter at Principal Financial Group

Education

2000 - 2004
Bachelor of Arts from Central College
1996 - 2000
Education details unavailable from Manson Northwest Webster School

More Information

Social Presence :

Prographics :

Exp : 21 Location : Des Moines Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor/Vice President at Morgan Stanley
URL has been copied!

Insights For Selling To Raegan

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Tell them what ROI they can expect
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t rush them till they have clearly gotten all the necessary information
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Raegan is

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

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

Insights For Deal Planning

    How fast (or slow) will Raegan move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Raegan take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Raegan

Personality Compatibility


Other Morgan Stanley Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.