Amy Todd, CPFA

Critic
DISC Type : C

Retirement Plan Consultant at OneDigital

Berwyn, Pennsylvania, United States

Overview

Amy Todd is a Senior Retirement Plan Consultant at OneDigital, focusing on employee education and financial wellness. A James Madison University graduate, she is a multi-year recipient of NAPAs Top Advisor awards, underscoring her expertise in the retirement industry after a decade-long tenure at Vanguard.

Beyond her professional accolades, Amy has a background in physical wellbeing, having worked as a Group Fitness and Wellness Instructor during her university years. She is passionate about helping clients achieve their goals and values working for mission-driven, client-focused organizations.

Amy has been named to the National Association of Plan Advisors (NAPA) list of top advisors for three consecutive years (2023-2025).

Personality Overview

ROI Driven

Negotiator

Precise

They choose to analyze logically and value facts to emotions.  It is very likely that they will negotiate pricing or other important terms. They like to do things independently and don’t look for support from others.

Topics They Care About

Financial Wellness
Her professional focus is on employee education and promoting financial wellness, which she describes as a passion.
Women in Finance
She has been repeatedly named to NAPA's "Top Women of Excellence" list, celebrating women's significant contributions to the retirement industry.
Client Success
She states that her practice is built on helping clients reach their financial goals and is grateful for their trust.

Media Appearances

Amy has no verified media appearances

Work History

7-2022
Retirement Plan Consultant at OneDigital
7-2018 - 8-2022
Regional Consultant - Vanguard Retirement Plan Access at Vanguard
1-2016 - 7-2018
Retirement Education Specialist at Vanguard
7-2014 - 12-2015
University Relations Specialist at Vanguard
10-2008 - 5-2011
Group Fitness and Wellness Instructor at James Madison University

Education

2007 - 2011
BBA from James Madison University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Berwyn, Pennsylvania, United States Job Level : Mid-senior Designation : Retirement Plan Consultant at OneDigital
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Insights For Selling To Amy

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational
  • 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 Amy is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Amy

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Amy move?

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

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

You And Amy

Personality Compatibility


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