Caitlin Khoury

Evaluator
DISC Type : sdc

Retirement Consultant at Capital Strategies Investment Group

Greater Chicago Area, United States

Overview

Caitlin Khoury is an experienced Retirement Consultant at Capital Strategies Investment Group with nearly a decade of expertise in retirement plan consulting. A graduate of Saint Louis University, she supports the firms fiduciary investment advisory capabilities by conducting research and contributing to client projects and publications.

Outside of her direct role, Caitlin has a global perspective, having studied abroad in Madrid, Spain. She is a proponent of positive workplace culture, believing in the importance of autonomy, recognition, and growth opportunities for employees. She also follows publications like The Wall Street Journal.

Caitlin is an active supporter of professional womens initiatives, promoting events like her firms Womens Forum.

Personality Overview

Quality Focused

Fast But Analytical

Thorough Evaluator

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 They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Retirement Consulting
Her career is dedicated to retirement plan consulting, where she conducts research and supports client service initiatives for Capital Strategies Investment Group.
Women in Finance
She publicly shared her excitement for her firm's Women's Forum events, indicating a strong interest in supporting female colleagues and industry initiatives.
Workplace Culture
She shared a post emphasizing that employees want respect, support, and growth, showing she cares about creating a positive work environment.

Media Appearances

Caitlin has no verified media appearances

Work History

7-2015 - 8-2024
Retirement Consultant at Capital Strategies Investment Group
2-2015 - 4-2015
Tax Intern at Commerce Bank
7-2014 - 8-2014
Audit Intern at Legacy Professionals LLP

Education

2011 - 2015
Bachelor of Science in Business Administration from Saint Louis University
2013 - 2013
Study Abroad from Saint Louis University - Madrid, Spain

More Information

Social Presence :

Prographics :

Exp : 9 Location : Greater Chicago Area, United States Job Level : N/A Designation : Retirement Consultant at Capital Strategies Investment Group
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Insights For Selling To Caitlin

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Caitlin is

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

  • 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 Caitlin move?

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

Personality Compatibility


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