Susan Wilson

Examiner
DISC Type : cs

Senior Vice President, Financial Advisor at Morgan Stanley at Morgan Stanley

North Port-Sarasota Area, United States

Overview

Susan has no verified overview

Personality Overview

Tough To Convince

Overcautious

Late Adopter

They tend to be clear about their needs and limitations and are unlikely to promise too much.  The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Susan has no verified topics they care about

Media Appearances

Susan has no verified media appearances

Work History

3-2006
Senior Vice President, Financial Advisor at Morgan Stanley at Morgan Stanley
6-1992 - 3-2006
Vice President, Financial Advisor at Smith Barney
5-1981 - 6-1992
Vice President at Kidder, Peabody

Education

BA from Texas Christian University
MA from The University of Texas at Arlington

More Information

Social Presence :

Prographics :

Exp : 44 Location : North Port-Sarasota Area, United States Job Level : Leadership Designation : Senior Vice President, Financial Advisor at Morgan Stanley at Morgan Stanley
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Insights For Selling To Susan

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Susan 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 Susan

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Susan move?

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

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

You And Susan

Personality Compatibility


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