Stacey Cole

Supporter
DISC Type : s

Managing Director/Wealth Advisor at Haven Private

Orlando, Florida, United States

Overview

Stacey has no verified overview

Personality Overview

Social Proof Driven

Risk-averse

Calm

They prefer to follow rules and procedures.  They are unlikely to become strong champions as they don't prefer pushing other people. They are motivated by the potential impact of their decision on the organization.

Topics They Care About

Stacey has no verified topics they care about

Media Appearances

Stacey has no verified media appearances

Work History

4-2022
Managing Director/Wealth Advisor at Haven Private
1-2020 - 4-2022
Managing Director/Senior Advisor at Fieldpoint Private
2-2007 - 1-2020
Senior Trust Officer, Senior Vice President at U.S. Trust
11-1999 - 8-2004
Partner at Akerman LLP
5-1994 - 10-1999
Associate Attorney at Akerman LLP

Education

1989 - 1992
Juris Doctor from University of Florida - Fredric G. Levin College of Law
1985 - 1989
Bachelor of Science (BS) from University of Florida College of Journalism and Communications

More Information

Social Presence :

Prographics :

Exp : 31 Location : Orlando, Florida, United States Job Level : N/A Designation : Managing Director/Wealth Advisor at Haven Private
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Insights For Selling To Stacey

During A Call Or A Meeting

DO's

  • Focus your pitch on the impact that you could help them have on their organization
  • Pause and ask them if they have any questions
  • Show willingness to accommodating their needs or requests

DONT's

  • Don’t rush them to make quick decisions
  • Avoid saying anything that sounds like a risky proposition
  • Don’t don the salesperson avatar, be the friendly advisor instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stacey is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Stacey

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Stacey move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Stacey take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Stacey

Personality Compatibility


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