Anne Sapienza, CRPC®

Evaluator
DISC Type : sdc

Partner at IAG Wealth Partners

Waukesha, Wisconsin, United States

Overview

Anne has no verified overview

Personality Overview

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

Topics They Care About

Anne has no verified topics they care about

Media Appearances

Anne has no verified media appearances

Work History

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

Education

1997 - 2001
BS from Carroll University
2012 - 2013
CRPC® from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 19 Location : Waukesha, Wisconsin, United States Job Level : N/A Designation : Partner at IAG Wealth Partners
URL has been copied!

Insights For Selling To Anne

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anne is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Anne

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Anne move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Anne take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Anne

Personality Compatibility


Other IAG Wealth Partners Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.