Shirley Luu

Critic
DISC Type : C

Founder | Award Wining Retirement and Life Insurance Expert at Shirley Luu & Associates

Fairfax County, Virginia, United States

Overview

Shirley has no verified overview

Personality Overview

Information Seeker

Negotiator

ROI Driven

They choose to analyze logically and value facts to emotions.  They like to do things independently and don’t look for support from others. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Shirley has no verified topics they care about

Media Appearances

Shirley has no verified media appearances

Work History

2-2010
Founder | Award Wining Retirement and Life Insurance Expert at Shirley Luu & Associates
1-2009
Financial Advisor at Shirley Luu Finance
Excutive Field Chairman at First Financial Security

Education

1998 - 2000
M.B.A from The George Washington University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Fairfax County, Virginia, United States Job Level : Leadership Designation : Founder | Award Wining Retirement and Life Insurance Expert at Shirley Luu & Associates
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Insights For Selling To Shirley

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try too hard to build a relationship with them
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shirley is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Shirley

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Shirley move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Shirley take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Shirley

Personality Compatibility


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