Deane Mayerhofer

Examiner
DISC Type : cs

Chief Operating Officer at Strategic Retirement Partners

United States

Overview

Deane Mayerhofer is the co-founder, President, and Chief Operating Officer of Strategic Retirement Partners, a firm she helped build on a foundation of operational excellence. With over 40 years in financial services, she has earned numerous accolades, including the PLANADVISER Mentorship Award and Crains Notable Women in Finance.

Outside of her professional life, Deane is family-oriented, enjoying time with her husband, three children, and grandchildren. Her personal interests include boating, cooking, entertaining guests, and avidly supporting her beloved Green Bay Packers.

Unique fact: Deane has been a pioneer of remote work, intentionally building a remote-first company culture since well before it became a mainstream trend.

Personality Overview

Overcautious

Unexpressive

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Operational Excellence
Leads her firm's 'secret sauce' of people, process, and technology, winning a PLANADVISER Excellence in Operations Award for her work.
Mentorship & Talent
A passionate advocate for developing talent, she focuses on hiring for passion over rigid requirements and has been recognized with a mentorship award.
Women in Business
Serves on multiple advisory groups to empower women in finance and has been named one of NAPA's Top Women of Excellence.

Media Appearances

Deane has no verified media appearances

Work History

7-2015
Chief Operating Officer at Strategic Retirement Partners
2008 - 8-2015
Vice President-Operations, Chicago at 401(k) Advisors
2004 - 2008
Executive Director at Life Associates, Inc.
1985 - 2004
AVP, Board Relations Communication & Planning at CUNA Mutual Group

Education

Deane has no verified education history

More Information

Social Presence :

Prographics :

Exp : 41 Location : United States Job Level : Leadership Designation : Chief Operating Officer at Strategic Retirement Partners
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Insights For Selling To Deane

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Deane is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Deane

  • 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 Deane move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Deane take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Deane

Personality Compatibility


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