Theresa Fanning

Energizer
DISC Type : I

Chief Operating and Compliance Officer at Clarus Wealth Advisors

Peoria, Arizona, United States

Overview

Theresa has no verified overview

Personality Overview

Big Picture Person

Full Of Energy

Informal

They are naturally enthusiastic, so take their promise with a pinch of salt.  They are not always early adopters but can be pursuaded by leveraging strong relationships. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Theresa has no verified topics they care about

Media Appearances

Theresa has no verified media appearances

Work History

3-2018
Chief Operating and Compliance Officer at Clarus Wealth Advisors
3-2018
Chief Operating Officer at Clarus Wealth Advisors
3-2018 - 2-2020
Chief Operations Officer at Clarus Wealth Advisors
11-2016 - 2-2018
Vice President, Complex Risk Officer at Morgan Stanley
9-2014 - 11-2016
Senior Vice President, Field Services at Williams Financial Group

Education

1993 - 1996
M. Ed from Carthage College
1983 - 1987
B.S from University of Scranton

More Information

Social Presence :

Prographics :

Exp : N/A Location : Peoria, Arizona, United States Job Level : N/A Designation : Chief Operating and Compliance Officer at Clarus Wealth Advisors
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Insights For Selling To Theresa

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Talk anecdotally about the customer experience that your product offers
  • Be friendly and entertaining in your conversation

DONT's

  • Avoid overloading them with too much detail
  • Don’t be too formal, focus on building comfort and trust
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Theresa is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Theresa

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Theresa move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Theresa take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Theresa

Personality Compatibility


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