Anne Sapienza, CRPC® in

Anne Sapienza, CRPC®

Evaluator · DISC type sdc
Partner at IAG Wealth Partners
📍 Waukesha, Wisconsin, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
19 Years
Current Role
Partner
Location
Waukesha, Wisconsin, United States
Personality Overview

How Anne shows up

Hard To Convince
Thorough Evaluator
Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Priorities

Topics Anne cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2019
Partner
IAG Wealth Partners
1-2007
Independent Financial Advisor - Chartered Retirement Planning Counselor (CRPC®)
IAG Wealth Partners
Business Broker Agent
FNBC Wisconsin
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1997 - 2001
BS
Carroll University
2012 - 2013
CRPC®
College for Financial Planning
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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