Cynthia Haddad

Inquirer
DISC Type : dc

Senior Wealth Advisor at Sequoia Financial Group

Greater Boston, United States

Overview

Cynthia Haddad is a Senior Wealth Advisor at Sequoia Financial Group and a Certified Financial Planner™ professional. She is a nationally recognized expert and author specializing in financial planning for families with members who have special needs, leveraging her extensive experience to guide multi-generational clients.

Her professional dedication is deeply rooted in her personal life as the sister of an adult brother with disabilities. This experience provides her with a unique understanding of the complexities and challenges these families face, driving her passion to help them secure a lifelong plan of care.

Cynthia co-authored the comprehensive book, “The Special Needs Planning Guide, ” to help families navigate every stage of their childs life.

Personality Overview

Upfront

Judgemental

ROI Conscious

They care equally about the product and its potential impact.  They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Topics They Care About

Special Needs Planning
Her career and publications are dedicated to this topic, inspired by her personal experience with her brother who has disabilities.
Generational Wealth
She frequently speaks on "Planning for Two Generations, " focusing on creating financial plans that support both parents and their children with special needs.
Disability Advocacy
Her work inherently advocates for individuals with disabilities by empowering their families with financial tools and strategies for lifelong care.

Media Appearances

Cynthia Haddad, CFP, Sequoia Financial Group. Featured in USA 500 Clubs

See Now

Work History

9-2023
Senior Wealth Advisor at Sequoia Financial Group
10-2019 - 10-2023
Managing Partner & Wealth Advisor at Affinia Financial Group
10-2023
Co- Founder & Partner at Special Needs Financial Planning LLC
5-2011 - 9-2019
Wealth Advisor at Shepherd Financial Partners
Certified Financial Planner Professional, CFP(R) at Bay Financial Associates

Education

1981 - 1985
Bachelor's degree from Simmons University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Greater Boston, United States Job Level : N/A Designation : Senior Wealth Advisor at Sequoia Financial Group
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Insights For Selling To Cynthia

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Highlight the competitive differentiation of your product
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Avoid long winding pitches, stay objective
  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cynthia is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Cynthia

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Cynthia move?

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

  • Once they have analyzed the pros and cons, they can take some risks.

You And Cynthia

Personality Compatibility


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