Stephanie Cogan

Examiner
DISC Type : cs

Executive Director at Financial Planning Association of Northeastern NY, Inc.

Albany, New York, United States

Overview

Stephanie has no verified overview

Personality Overview

Process Oriented

Tough To Convince

Unexpressive

Being observant comes to them naturally.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Stephanie has no verified topics they care about

Media Appearances

Stephanie has no verified media appearances

Work History

8-2002
Executive Director at Financial Planning Association of Northeastern NY, Inc.
8-2004
Executive Director at Estate Planning Council of Eastern New York, Inc.
2015 - 5-2023
Administrator at Foundation for Worldwide Education
8-1986 - 3-1995
Commissioned Examiner at FCA

Education

1981 - 1985
Bachelor's Degree from Penn State University

More Information

Social Presence :

Prographics :

Exp : 29 Location : Albany, New York, United States Job Level : Senior Designation : Executive Director at Financial Planning Association of Northeastern NY, Inc.

Interested in

Sports

Lacrosse, Lacrosse

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Insights For Selling To Stephanie

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stephanie is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Stephanie

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Stephanie move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Stephanie take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Stephanie

Personality Compatibility


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