Renee Wilcox

Questioner
DISC Type : c

Vice President - Learning & Development at LPL Financial

Charlotte Metro, United States

Overview

Renee has no verified overview

Personality Overview

Not Easily Convinced

Systematic

Cautious & Analytical

They prefer to do thorough analysis of any situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Renee has no verified topics they care about

Media Appearances

Renee has no verified media appearances

Work History

1-2021
Vice President - Learning & Development at LPL Financial
3-2020 - 1-2021
Assistant Vice President - Learning & Development at LPL Financial
1-2017 - 2-2020
Mgr. Learning & Development at LPL Financial
8-2014 - 1-2017
Sr. Learning & Development Consultant at LPL Financial
1-2007 - 8-2014
Learning & Development Consultant at LPL Financial

Education

Education details unavailable from Roger Williams University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Charlotte Metro, United States Job Level : Senior Designation : Vice President - Learning & Development at LPL Financial
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Insights For Selling To Renee

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Renee is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Renee

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Renee move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Renee take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Renee

Personality Compatibility


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