Amber Rogers CFP®, ChFC®

Enthusiast
DISC Type : i

Wealth Advisor at Balefire Wealth

Madison, Mississippi, United States

Overview

Amber Rogers is a Wealth Advisor at Balefire Wealth, specializing in multi-entity finance and operations for entrepreneurs and high-net-worth families. A graduate of Mississippi State University, her expertise covers financial advisory, strategic planning, and investments, drawing from her background as a Certified Financial Planner.


Her professional focus is on providing comprehensive financial oversight and strategic coordination for entrepreneurs.

Personality Overview

Story Driven

Consensus Focused

Non-Confrontational

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Wealth for Entrepreneurs
Her profile highlights extensive experience as a business and finance manager specifically for entrepreneurs and their multi-entity operations.
Family Office Management
Describes herself as a "Family Office Professional, " indicating a focus on providing comprehensive financial oversight and strategic coordination for high-net-worth families.
Holistic Financial Planning
As a Certified Financial Planner, her background in financial advisory, investments, and operations management points to a comprehensive wealth management approach. [Predicted]

Media Appearances

Amber has no verified media appearances

Work History

3-2011
Wealth Advisor at Balefire Wealth
Certified Financial Planner at Navitas Wealth Advisors

Education

Bachelor's degree from Mississippi State University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Madison, Mississippi, United States Job Level : N/A Designation : Wealth Advisor at Balefire Wealth
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Insights For Selling To Amber

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Speak from experience about success that the product has seen with other customers
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t be too formal with them, they trust informality more
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Amber is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Amber

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Amber move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Amber take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Amber

Personality Compatibility


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