Susie Walsh

Questioner
DISC Type : c

Senior Operations Associate at Ranch Capital Advisors

Sarasota, Florida, United States

Overview

Susie has no verified overview

Personality Overview

Value Seeker

Price-Sensitive

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Susie has no verified topics they care about

Media Appearances

Susie has no verified media appearances

Work History

1-2024
Senior Operations Associate at Ranch Capital Advisors
10-2021
Associate Financial Advisor at Ranch Capital Advisors
8-2019 - 12-2021
Client Services Coordinator at Ranch Capital Advisors
3-2008 - 5-2012
Property Management Specialist at Tropical Beach Resorts
2-2004 - 3-2008
Account Manager at LexJet

Education

1-2020 - 10-2021
Bachelor of Business Administration - BBA from Liberty University
Associate of Arts and Sciences - AAS from State College of Florida-Manatee-Sarasota

More Information

Social Presence :

Prographics :

Exp : 18 Location : Sarasota, Florida, United States Job Level : N/A Designation : Senior Operations Associate at Ranch Capital Advisors
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Insights For Selling To Susie

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Susie is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Susie

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Susie move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Susie take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Susie

Personality Compatibility


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