Athena McGuire, M.B.A. CRPC® AAMS®

Examiner
DISC Type : cs

Senior Field Vice President at Ameriprise Financial Services, LLC

Washington DC-Baltimore Area, United States

Overview

Athena McGuire is a Senior Franchise Field Vice President at Ameriprise Financial, leading the independent channel across Maryland, Delaware, D. C. , Virginia, and North Carolina. An award-winning leader with an MBA and BFA, she specializes in helping advisors grow their practices by focusing on client experience, talent acquisition, and practice management.

Athena has been recognized multiple times with the Ameriprise Outstanding Leader Award, including in 2014, 2017 and 2019.

Personality Overview

Process Oriented

Unexpressive

Overcautious

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Advisor Practice Growth
Her role is centered on supporting financial advisors in growing their business through coaching, talent acquisition, and leveraging Ameriprise resources.
Talent Recruitment
She is actively involved in bringing high-performing advisor teams from competitor firms like LPL and Merrill Lynch to Ameriprise, as seen in recent company announcements.
Women in Leadership
She actively promotes and participates in events like the Ameriprise Women Advisor Summit, showing a passion for supporting female colleagues in the industry.

Media Appearances

Athena has no verified media appearances

Work History

7-2018
Senior Field Vice President at Ameriprise Financial Services, LLC
1-2016 - 7-2018
Senior Manager, Franchise Recruiting and Engagement at Ameriprise Financial Services, LLC
1-2012 - 1-2016
Senior Regional Sales Director, Mid-America Franchise Group at Ameriprise Financial Services, LLC
3-2011 - 1-2012
Registered Sales Assistant at Ameriprise Financial Services, LLC
10-2010 - 3-2011
Registered Client Associate at RBC Wealth Management

Education

2010 - 2011
M.B.A. from University of South Florida
2002 - 2005
B.S. from Sacred Heart University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Washington DC-Baltimore Area, United States Job Level : Leadership Designation : Senior Field Vice President at Ameriprise Financial Services, LLC
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Insights For Selling To Athena

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Athena is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Athena

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Athena move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Athena take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Athena

Personality Compatibility


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