Crystal Kanada

Inquirer
DISC Type : cd

CEO at Capital Edge Insurance & Financial Services

Roseville, California, United States

Overview

Crystal Kanada is the CEO and Senior Partner of Capital Edge Financial, where she specializes in providing culturally competent financial education and retirement planning for public safety professionals and their families. Her approach is informed by her personal connection to law enforcement and her prior experience at Wells Fargos Private Bank.

Outside of work, Crystal is an avid traveler and a food and wine enthusiast, passions she shares with her husband, Will. She is a dedicated mother to her two children, Roman and Mariah, and enjoys cheering them on at their sporting events, cooking, and gardening.

As the spouse of a first responder, she has a deep, personal understanding of the community she serves.

Personality Overview

ROI Conscious

Judgemental

Demanding

They respond well to confident salespeople.  They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

First Responder Finances
Specializes in providing financial services education, retirement planning, and wealth strategies tailored specifically for public safety professionals and their families.
Supporting Law Enforcement
Actively participates in the law enforcement community, including attending charity events and recognizing appreciation days like National Coffee with a Cop Day.
Family Life
Enjoys spending quality time with her husband and two children, often cheering them on at various sporting events.

Media Appearances

Crystal has no verified media appearances

Work History

8-2015
CEO at Capital Edge Insurance & Financial Services
8-2012
Financial Services Professional - Investments and Insurance Products at NYLIFE Securities LLC
7-2009 - 7-2012
Assistance Vice President/Market growth and development consultant at Wells Fargo
5-2008 - 7-2009
Assistant Vice President/Trust and Fiduciary Specialist at Wells Fargo
5-2000 - 5-2008
Sales and Service Manager at Wells Fargo

Education

Crystal has no verified education history

More Information

Social Presence :

Prographics :

Exp : 25 Location : Roseville, California, United States Job Level : Leadership Designation : CEO at Capital Edge Insurance & Financial Services
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Insights For Selling To Crystal

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Refer to testimonials from others in similar positions
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid repeating yourself or making generalizations
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Crystal is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Crystal

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Crystal move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Crystal take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Crystal

Personality Compatibility


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