Trish Glass Bauman

Visionary
DISC Type : Ds

Financial Services Professional at NYLIFE Securities LLC

Bismarck, North Dakota, United States

Overview

Trish has no verified overview

Personality Overview

Big Vision Person

Direct & Assertive

Fast But Thoughtful

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

Topics They Care About

Trish has no verified topics they care about

Media Appearances

Trish has no verified media appearances

Work History

2-2012
Financial Services Professional at NYLIFE Securities LLC
1-2011
Financial Services Professional at Bauman Financial
1-2011
Licensed Agent at New York Life Insurance Company

Education

2007 - 2010
Bachelor of Science (BS) from North Dakota State University
2006 - 2007
Associate's degree from Sheridan College

More Information

Social Presence :

Prographics :

Exp : 15 Location : Bismarck, North Dakota, United States Job Level : N/A Designation : Financial Services Professional at NYLIFE Securities LLC
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Insights For Selling To Trish

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Focus on the results that your product produces, expect some strategic questions in return
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • 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 Trish 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 Trish

  • 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 Trish move?

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

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

You And Trish

Personality Compatibility


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