Vanessa Welter

Enigma
DISC Type : dci

Financial Planner and Financial Advisor at Prudential Financial

Milwaukee, Wisconsin, United States

Overview

Vanessa has no verified overview

Personality Overview

Hard To Convince

Fast Follower

Challenger

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Vanessa has no verified topics they care about

Media Appearances

Vanessa has no verified media appearances

Work History

11-2014
Financial Planner and Financial Advisor at Prudential Financial
12-2014 - 12-2024
Financial Planner at Prudential Financial
12-2014 - 12-2024
Financial Planner at Prudential Financial
12-2014 - 12-2024
Financial Planner at Prudential and LPLE
1-2008 - 3-2013
Vice President Earned Media at BVK

Education

1-2013 - 2027
Master of Business Administration - MBA from Concordia University-Wisconsin
1997 - 1999
Master's Degree from Marquette University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Milwaukee, Wisconsin, United States Job Level : N/A Designation : Financial Planner and Financial Advisor at Prudential Financial
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Insights For Selling To Vanessa

During A Call Or A Meeting

DO's

  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked

DONT's

  • Don’t brush off any concerns, take all questions seriously. They are easily deterred
  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Vanessa is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Vanessa

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Vanessa move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Vanessa take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Vanessa

Personality Compatibility


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