Robin Thompson, CIMA

Examiner
DISC Type : cs

Relationship Director, VP, Financial Institutions Group at Dimensional Fund Advisors

Austin, Texas, United States

Overview

Robin has no verified overview

Personality Overview

Process Oriented

Late Adopter

Status Quo Seeker

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Topics They Care About

Robin has no verified topics they care about

Media Appearances

Robin has no verified media appearances

Work History

2015
Relationship Director, VP, Financial Institutions Group at Dimensional Fund Advisors
7-2013 - 7-2015
Managing Director at Highland Capital Management, L.P.
2004 - 2008
Divisional Vice President at Hartford Leaders, Director and Mutual Funds
4-1999 - 6-2013
Divisional Sales Manager at Hartford Mutual Funds
12-1994 - 4-1999
Regional Marketing Director at The Hartford/Planco

Education

1987 - 1991
Bachelor of Arts (B.A.) from Vanderbilt University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Austin, Texas, United States Job Level : Senior Designation : Relationship Director, VP, Financial Institutions Group at Dimensional Fund Advisors
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Insights For Selling To Robin

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robin is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Robin

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Robin move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Robin take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Robin

Personality Compatibility


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