Vicky Teherani, MBA, CPA

Critic
DISC Type : C

President at More2 Wealth Management/LPL Financial Independent Advisor

Dallas, Texas, United States

Overview

Vicky has no verified overview

Personality Overview

Information Seeker

ROI Driven

Critic

Unless the value is proven by data, they are unlikely to value fancy features.  They prefer to do logical analysis and value evidence over emotions. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Vicky has no verified topics they care about

Media Appearances

Vicky has no verified media appearances

Work History

5-2015
President at More2 Wealth Management/LPL Financial Independent Advisor
5-2016
CFO at PAJ, Inc (Prime Art & Jewel)
1-2014 - 5-2021
President at VT-Capital, Inc.
2-2008 - 11-2013
CEO/CFO at Rolland Safe and Lock Company
9-1983 - 5-1998
Vice President and General Manager Managed Services/Vice President and Treasurer at A. H. Belo

Education

Bachelor’s Degree from The University of Texas at Arlington
Master of Business Administration (M.B.A.) from The University of Texas at Arlington

More Information

Social Presence :

Prographics :

Exp : 32 Location : Dallas, Texas, United States Job Level : Leadership Designation : President at More2 Wealth Management/LPL Financial Independent Advisor
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Insights For Selling To Vicky

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready to answer many clarity-seeking questions and requests for information
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t try too hard to build a relationship with them
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Vicky is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Vicky

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Vicky move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Vicky take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Vicky

Personality Compatibility


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