Dinia Regular, CPFWC, CFEI, BFA™

Commander
DISC Type : D

Owner at Rockstone Financial Training

Greater Phoenix Area, United States

Overview

Dinia Regular is an accomplished finance professional and entrepreneur with over 25 years of experience in banking and investment management. As the owner of Rockstone Financial Training, she leverages her multiple certifications, including CFEI and CPFWC, to empower and train aspiring financial coaches, focusing on value creation and building strong client relationships.

Beyond her work in finance, Dinia is a passionate entrepreneur who previously founded and operated Treasured Body, a luxury boutique specializing in high-end, natural bath and body products. This venture highlights her interest in quality ingredients and natural wellness. People who have worked with her describe her as a great listener and committed to customer service.

Unique fact: She is a two-time winner of the Ted Jones Entrepreneurial Award, recognized for her strong business growth.

Personality Overview

Candid & Clear

Decisive

Risk-Taker

They respond well to strong and respectful communication.  They prefer to move quickly, and expect the same from others. They put a lot of effort into ensuring personal success.

Topics They Care About

Financial Coaching
As the founder of Rockstone Financial Training, she is dedicated to providing comprehensive training programs that equip aspiring financial coaches with expertise and business skills.
Entrepreneurship
She has founded multiple businesses, including a financial training company, a consulting group, and a natural beauty boutique, and is a two-time entrepreneurial award winner.
Strategic Leadership
Her social media activity indicates a focus on adaptability, strategic focus, and the importance of leaders choosing the right opportunities rather than chasing every possibility.

Media Appearances

Dinia has no verified media appearances

Work History

1-2019
Owner at Rockstone Financial Training
4-2016
Senior Managing Consultant at Rockstone Consulting Group, L.L.C.
6-2004 - 6-2018
Senior Branch Manager / Limited Partner at Edward Jones
1-2006 - 1-2013
Owner / Senior Managing Partner at Treasured Body R.L.L.P.

Education

AAB from Baker University
B.S. from University of Phoenix

More Information

Social Presence :

Prographics :

Exp : 18 Location : Greater Phoenix Area, United States Job Level : Mid-senior Designation : Owner at Rockstone Financial Training
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Insights For Selling To Dinia

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.
  • Be respectful but crisp

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Avoid being too verbose
  • 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 Dinia is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Dinia

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Dinia move?

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

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

You And Dinia

Personality Compatibility


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