Ally Bailey (Strickler), CLF

Enthusiast
DISC Type : i

Financial Advisor at Northwestern Mutual

Minneapolis, Minnesota, United States

Overview

Ally Bailey is a licensed investment and insurance advisor at Northwestern Mutual with over 10 years of experience. A graduate of the University of Wisconsin-Madison, she holds a CLF designation and specializes in providing strategic financial leadership and vision, particularly for young families.

As a first-time mother, Ally draws passion from her own life experiences like marriage and homeownership to connect with her clients. She is a strong advocate for women in finance and has a background in coaching womens hockey, embodying principles of teamwork and leadership outside of her professional role.

Unique fact: Ally successfully passed three major investment exams—SIE, Series 6, and Series 63—all within the year following the birth of her first child.

Personality Overview

Amiable & Agreeable

Non-Confrontational

Consensus Focused

They prefer to build relationships rather than staying totally transactional.  They agree with others often, so exercise caution when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Family Financial Planning
She specializes in working with young, growing families, helping them navigate college savings, new budgets, and other pivotal life changes.
Women in Finance
Passionate about being a resource for female advisors and clients, she recently graduated from a 14-month Women's Leadership Program.
Parenting Resources
Leads classes at the Amma Parenting Center, an educational community that provides resources and guidance to new and growing families.

Media Appearances

Ally has no verified media appearances

Work History

4-2023
Financial Advisor at Northwestern Mutual
11-2019 - 4-2023
Director of Recruitment and Development at Northwestern Mutual
9-2015 - 11-2019
Director of Internship Recruitment at Northwestern Mutual
8-2015 - 4-2020
High School Assistant Coach, Women's Hockey at University School of Milwaukee
10-2014 - 9-2015
High School Coordinator at Bryant & Stratton College

Education

2006 - 2010
Bachelor of Arts (B.A.) from University of Wisconsin-Madison

More Information

Social Presence :

Prographics :

Exp : 16 Location : Minneapolis, Minnesota, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Ally

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Give them the opportunity to lead the conversation where possible
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Avoid overloading them with too much information
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ally is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Ally

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Ally move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Ally take some risk or not?

  • They can take some low-probability risks if needed.

You And Ally

Personality Compatibility


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