Sandra Nesbit, CES™, CDFA™

Questioner
DISC Type : c

CEO / Managing Partner at Noble Family Wealth, LLC

Clearwater, Florida, United States

Overview

Sandra has no verified overview

Personality Overview

Price-Sensitive

Not Easily Convinced

Systematic

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

Topics They Care About

Sandra has no verified topics they care about

Media Appearances

Sandra has no verified media appearances

Work History

7-2021
CEO / Managing Partner at Noble Family Wealth, LLC
7-2019 - 12-2021
Founder & Principal at Mainsail Capital Group, LLC
3-2018 - 6-2019
Managing Director- Client Advisor at Mercer Advisors
4-2016 - 9-2021
Director at National Advisors Trust Company
9-2012 - 3-2018
Managing Principal at GFS Private Wealth, LLC

Education

Sandra has no verified education history

More Information

Social Presence :

Prographics :

Exp : 33 Location : Clearwater, Florida, United States Job Level : Leadership Designation : CEO / Managing Partner at Noble Family Wealth, LLC
URL has been copied!

Insights For Selling To Sandra

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sandra 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 Sandra

  • 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 Sandra move?

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

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


You And Sandra

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.