Sophie Touchette, MBA, RIS

Critic
DISC Type : C

Vice President, Sales - NEI Investments at Aviso Wealth

Winnipeg, Manitoba, Canada

Overview

Sophie has no verified overview

Personality Overview

Precise

Information Seeker

Objective Thinker

They like to take decisions independently and do not seek others' support often.  They prefer to analyze logically and value objective facts over emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Sophie has no verified topics they care about

Media Appearances

Sophie has no verified media appearances

Work History

7-2023
Vice President, Sales - NEI Investments at Aviso Wealth
6-2022 - 7-2023
Senior Business Advisor at CIBC
8-2020 - 6-2022
Investment Specialist at Caisse Financial Group / Caisse Groupe Financier
4-2018 - 1-2020
Private Wealth Associate at IG Wealth Management
1-2015 - 4-2018
Bilingual Wealth Planning Analyst at Assante Wealth Management

Education

2016 - 2019
Master of Business Administration (M.B.A.) from University of Manitoba
2010 - 2014
Bachelor of Business Administration (BBA) from Université de Saint-Boniface

More Information

Social Presence :

Prographics :

Exp : 10 Location : Winnipeg, Manitoba, Canada Job Level : Senior Designation : Vice President, Sales - NEI Investments at Aviso Wealth
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Insights For Selling To Sophie

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready to answer many clarity-seeking questions and requests for information
  • Tell them what ROI they can expect

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Do not use very emotional or colorful language
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sophie is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Sophie

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Sophie move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Sophie take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Sophie

Personality Compatibility


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