Breanna Sykes, CFP®

Evaluator
DISC Type : sdc

Senior Wealth Advisor at Copper Leaf Financial

Williston, Vermont, United States

Overview

Breanna has no verified overview

Personality Overview

Hard To Convince

Fast But Analytical

Quality Focused

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

Breanna has no verified topics they care about

Media Appearances

Breanna has no verified media appearances

Work History

12-2023
Senior Wealth Advisor at Copper Leaf Financial
8-2020 - 12-2023
Wealth Advisor at Copper Leaf Financial
9-2019 - 8-2020
Financial Advisor/ Vice President Wealth Management at Bridge Financial Partners, LLC
3-2018 - 9-2019
Premier Banker at Wells Fargo
7-2016 - 3-2018
Wealth Management at Bridge Financial Partners, LLC

Education

2019 - 2020
Financial Planning Certificate from North Carolina State University
2011 - 2015
Master of Business Administration (M.B.A.) from Bellevue University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Williston, Vermont, United States Job Level : N/A Designation : Senior Wealth Advisor at Copper Leaf Financial
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Insights For Selling To Breanna

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t focus on relationship, focus purely on the merit of your product
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Breanna is

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

  • 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 Breanna move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Breanna 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 Breanna

Personality Compatibility


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