Angela DeRubertis, CFP®

Examiner
DISC Type : cs

Retirement Business Development Director at Franklin Templeton

Scottsdale, Arizona, United States

Overview

Angela has no verified overview

Personality Overview

Late Adopter

Status Quo Seeker

Process Oriented

They do not like taking risks at all and go for proven options in the end.  They are thorough and always follow a systematic approach. Being observant comes to them naturally.

Topics They Care About

Angela has no verified topics they care about

Media Appearances

Angela has no verified media appearances

Work History

1-2024
Retirement Business Development Director at Franklin Templeton
1-2023 - 1-2024
DCIO - Senior Internal Investment Specialist at Putnam Investments
1-2022 - 1-2023
DCIO – Internal Investment Specialist at Putnam Investments
8-2021 - 1-2022
Senior DCIO Sales Associate at Putnam Investments
11-2020 - 7-2021
Team Leader at Goldman Sachs Ayco Personal Financial Management

Education

2014 - 2018
Bachelor of Business Administration (B.B.A.) from UNH Peter T. Paul College of Business and Economics
2016 - 2016
Study Abroad from Corvinus University of Budapest

More Information

Social Presence :

Prographics :

Exp : 7 Location : Scottsdale, Arizona, United States Job Level : Mid-senior Designation : Retirement Business Development Director at Franklin Templeton
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Insights For Selling To Angela

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Angela is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Angela

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Angela move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Angela take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Angela

Personality Compatibility


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