Stacie Jacobsen

Captain
DISC Type : SD

Senior Vice President and National Director, Client Engagement at Bernstein Private Wealth Management

Manhattan Beach, California, United States

Overview

Stacie has no verified overview

Personality Overview

Long-Term Thinker

Decisive But Calm

Planner & Achiever

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Stacie has no verified topics they care about

Media Appearances

Stacie has no verified media appearances

Work History

2-2001
Senior Vice President and National Director, Client Engagement at Bernstein Private Wealth Management

Education

2006 - 2009
Master of Business Administration (MBA) from USC Marshall School of Business
Bachelor of Science (BS) from University of Colorado Boulder

More Information

Social Presence :

Prographics :

Exp : 25 Location : Manhattan Beach, California, United States Job Level : Leadership Designation : Senior Vice President and National Director, Client Engagement at Bernstein Private Wealth Management
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Insights For Selling To Stacie

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stacie is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Stacie

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Stacie move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Stacie take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Stacie

Personality Compatibility


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