Celine J. Pastore, CRPC®, MRFC®

Commander
DISC Type : D

Founder | Wealth Manager & Chief Compliance Officer for SimplePath Wealth Management, LLC at SimplePath Retirement, LLC

Palm Harbor, Florida, United States

Overview

Celine has no verified overview

Personality Overview

Candid & Clear

Decisive

Very Quick

They respond better to strong and respectful interactions.  They prefer to move quickly, and expect the same from others. They do not care very much about building rapport or relationships.

Topics They Care About

Celine has no verified topics they care about

Media Appearances

Celine has no verified media appearances

Work History

7-2020
Founder | Wealth Manager & Chief Compliance Officer for SimplePath Wealth Management, LLC at SimplePath Retirement, LLC
1-2020
Founder | Insurance Agent for SimplePath Insurance & Tax Planning, LLC at SimplePath Retirement, LLC
6-2013
Founder | Holistic Retirement Advisor at SimplePath Retirement, LLC
6-2013
Founder | Financial Advocate for Women at Women's Wealth Advisor
10-2010 - 3-2013
Client Services Director at Harwood Financial Group

Education

Chartered Retirement Planning Counselor (CRPC®) from College for Financial Planning
Investment Advisor Representative (Series 65) from Kaplan University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Palm Harbor, Florida, United States Job Level : Leadership Designation : Founder | Wealth Manager & Chief Compliance Officer for SimplePath Wealth Management, LLC at SimplePath Retirement, LLC
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Insights For Selling To Celine J.

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Celine J. is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Celine J.

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Celine J. move?

  • If convinced, they can reach decisions quite fast.
  • Can Celine J. take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Celine J.

Personality Compatibility


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