Andrea Cook, EdD

Commander
DISC Type : D

Director of Advisor Support Services at Prime Capital Financial

Leawood, Kansas, United States

Overview

Andrea Cook, EdD, is the Director of Advisor Support Services at Prime Capital Financial, where she leads advisor development and learning. Leveraging 15 years in higher education, culminating as Assistant Provost at Ottawa University, she specializes in creating scalable training programs and using data to improve outcomes. People who have worked with her describe her as positive, dedicated, and articulate.

Outside of her professional life, Andrea is a self-proclaimed "book nerd" who enjoys reading anything she can get her hands on, and has mentioned enjoying popular series like Harry Potter and Twilight. She is also passionate about professional growth and supporting other women, as shown by her participation in womens leadership summits.

She made a significant career transition after 15 years in academia to take on a leadership role in the financial services industry.

Personality Overview

Candid & Clear

Very Quick

Impact-Driven

They respond better to strong and respectful interactions.  They are not focused on building rapport and relationships. More than the product, they care about the effectiveness of the product.

Topics They Care About

Advisor Development
Her current role focuses on designing and implementing firm-wide education and training programs to support the growth of financial advisors.
Data-Informed Improvement
Emphasizes using data analytics and feedback to measure the effectiveness of training programs and drive continuous improvement for advisors.
Higher Education Leadership
Her 15-year career at Ottawa University, rising to Assistant Provost, informs her current approach to instructional design and program assessment.

Media Appearances

Andrea has no verified media appearances

Work History

1-2025
Director of Advisor Support Services at Prime Capital Financial
8-2022 - 1-2025
Assistant Provost for Assessment and Academic Operations | Assistant Professor at Ottawa University
2019 - 1-2025
Assistant Dean for Academic Operations at Ottawa University
2014 - 2019
Administrator for APGS Academics at Ottawa University
8-2010 - 8-2014
Senior Academic Advisor at Ottawa University

Education

6-2020 - 7-2023
Ed.D from The University of Kansas
2010 - 2011
Masters from Ottawa University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Leawood, Kansas, United States Job Level : Mid-senior Designation : Director of Advisor Support Services at Prime Capital Financial
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Insights For Selling To Andrea

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Objectively showcase the impact that your product creates
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrea is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Andrea

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Andrea move?

  • They can take decisions very fast if you manage to convince them.
  • Can Andrea take some risk or not?

  • The risks don’t matter much to them.

You And Andrea

Personality Compatibility


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