Rosanne Braxton, CFP®

Questioner
DISC Type : c

President at Level Financial Advisors, Inc.

Buffalo, New York, United States

Overview

Rosanne has no verified overview

Personality Overview

Price-Sensitive

Systematic

Not Easily Convinced

They prefer to do thorough analysis of any situation.  They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Rosanne has no verified topics they care about

Media Appearances

Rosanne has no verified media appearances

Work History

7-2008
President at Level Financial Advisors, Inc.
4-1992
Owner at Level Financial Advisors, Inc.
4-1992 - 7-2008
Vice President - Adminstration at Level Financial Advisors, Inc.

Education

1997 - 2013
Bachelor of Business Administration (B.B.A.) from SUNY Empire State College
2008 - 2009
Center for Entrepreneurial Leadership from University at Buffalo School of Management, The State University of New York

More Information

Social Presence :

Prographics :

Exp : 34 Location : Buffalo, New York, United States Job Level : N/A Designation : President at Level Financial Advisors, Inc.
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Insights For Selling To Rosanne

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rosanne is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Rosanne

  • 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 Rosanne move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Rosanne take some risk or not?

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


You And Rosanne

Personality Compatibility


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