Alison Stine, CFP®, RICP®

Questioner
DISC Type : c

Founder | CERTIFIED FINANCIAL PLANNER® professional | Retirement Income Certified Professional® at Stine Wealth Management

Scottsdale, Arizona, United States

Overview

Alison has no verified overview

Personality Overview

Price-Sensitive

Cautious & Analytical

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to do thorough analysis of any situation.

Topics They Care About

Alison has no verified topics they care about

Media Appearances

Alison has no verified media appearances

Work History

11-2020
Founder | CERTIFIED FINANCIAL PLANNER® professional | Retirement Income Certified Professional® at Stine Wealth Management
11-2018 - 10-2020
Vice President at Equitable Advisors
11-2013 - 10-2020
Financial Advisor at Equitable Advisors
6-2013 - 8-2013
Financial Advisor Intern at Edward Jones
1-2013 - 5-2013
Financial Representative at Northwestern Mutual

Education

2010 - 2013
Bachelor of Science in Business Administration from University of Arizona, Eller College of Management
3-2022 - 12-2022
Certificate in Financial Planning from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 16 Location : Scottsdale, Arizona, United States Job Level : Leadership Designation : Founder | CERTIFIED FINANCIAL PLANNER® professional | Retirement Income Certified Professional® at Stine Wealth Management
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Insights For Selling To Alison

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alison is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Alison

  • 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 Alison move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Alison take some risk or not?

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


You And Alison

Personality Compatibility


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