Sandra Giudici MBA, CDFA®, CTS®, ChSNC®

Examiner
DISC Type : cs

CEO and Founder at Financial Insights, LLC

San Francisco Bay Area, United States

Overview

Sandra has no verified overview

Personality Overview

Process Oriented

Status Quo Seeker

Overcautious

Being observant comes to them naturally.  They are thorough and always follow a systematic approach. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Sandra has no verified topics they care about

Media Appearances

Sandra has no verified media appearances

Work History

5-2016
CEO and Founder at Financial Insights, LLC
9-2018 - 9-2019
Associate Financial Advisor at WealthValues

Education

MBA from University of Michigan - Stephen M. Ross School of Business
BS from Oakland University

More Information

Social Presence :

Prographics :

Exp : 3 Location : San Francisco Bay Area, United States Job Level : Leadership Designation : CEO and Founder at Financial Insights, LLC
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Insights For Selling To Sandra

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
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly

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 Sandra is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Sandra

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

Insights For Deal Planning

    How fast (or slow) will Sandra move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Sandra take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Sandra

Personality Compatibility


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