Carrie Hulen CRPC™, ADPA™

Examiner
DISC Type : cs

Partner, Co-Founder, Financial Consultant at Capstan Financial Consulting Group

Sarasota, Florida, United States

Overview

Carrie has no verified overview

Personality Overview

Late Adopter

Tough To Convince

Process Oriented

They do not like taking risks at all and go for proven options in the end.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. Being observant comes to them naturally.

Topics They Care About

Carrie has no verified topics they care about

Media Appearances

Carrie has no verified media appearances

Work History

5-2010
Partner, Co-Founder, Financial Consultant at Capstan Financial Consulting Group
3-2002 - 5-2010
Vice President/Financial Advisor at Bank of America Investments/ Merrill Lynch
9-1992 - 3-2002
VP/Financial Advisor at PaineWebber

Education

1991 - 1996
Finance from University of Missouri-Saint Louis

More Information

Social Presence :

Prographics :

Exp : 33 Location : Sarasota, Florida, United States Job Level : Leadership Designation : Partner, Co-Founder, Financial Consultant at Capstan Financial Consulting Group
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Insights For Selling To Carrie

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carrie is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Carrie

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Carrie move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Carrie take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Carrie

Personality Compatibility


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