Carin (Loeb) Wagner, CFP®

Observer
DISC Type : ic

Senior Vice President of Personal Wealth Management at GHP Investment Advisors, Inc. at GHP Investment Advisors, Inc.

Denver, Colorado, United States

Overview

Carin has no verified overview

Personality Overview

Value Driven

Example Seeker

Curious

They often ask many questions and rely heavily on information and documentation.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Carin has no verified topics they care about

Media Appearances

Carin has no verified media appearances

Work History

5-2023
Senior Vice President of Personal Wealth Management at GHP Investment Advisors, Inc. at GHP Investment Advisors, Inc.
9-2018
Vice President of Wealth Management at GHP Investment Advisors, Inc.
6-2005
Vice President Personal Wealth Management/Wealth Management Advisor at GHP Investment Advisors, Inc.
Individual Consultant at TIAA-CREF
Assistant Supervisor at OppenheimerFunds

Education

2001 - 2003
MBA from University of Denver
1992 - 1996
BBA from Ohio University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Denver, Colorado, United States Job Level : Leadership Designation : Senior Vice President of Personal Wealth Management at GHP Investment Advisors, Inc. at GHP Investment Advisors, Inc.
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Insights For Selling To Carin (Loeb)

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Focus on immediate action-items rather than the larger goals
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carin (Loeb) is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Carin (Loeb)

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Carin (Loeb) move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Carin (Loeb) take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Carin (Loeb)

Personality Compatibility


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