Reagan Bonlie

Reviewer
DISC Type : Ci

Co-Founder and CEO at Nudge Money

Rochester, New York Metropolitan Area, United States

Overview

Reagan has no verified overview

Personality Overview

Challenger

Informal Yet Blunt

Persuasive & Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally strong communicators and are not easy to convince. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Reagan has no verified topics they care about

Media Appearances

Reagan has no verified media appearances

Work History

6-2022
Co-Founder and CEO at Nudge Money
12-2020 - 6-2022
Executive Director of Wealth Management at JPMorgan Chase Bank, N.A.
12-2015 - 12-2020
Vice President of Investment at JPMorgan Chase Bank, N.A.
1-2011 - 6-2022
Managing Partner at Bonlie Company
5-2010 - 12-2015
Private Client Banker at JPMorgan Chase Bank, N.A.

Education

Education details unavailable from University of Arizona

More Information

Social Presence :

Prographics :

Exp : 20 Location : Rochester, New York Metropolitan Area, United States Job Level : Leadership Designation : Co-Founder and CEO at Nudge Money
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Insights For Selling To Reagan

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Help them understand the risk aspect fully while inspiring confidence
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Reagan is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Reagan

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Reagan move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Reagan take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Reagan

Personality Compatibility


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