Dr. Amanda Barrientez - PhD, RICP®, RSSA®, IBC Practitioner

Visionary
DISC Type : Ds

Retirement Solutions Financial™ at Retirement Solutions Financial™

United States

Overview

Dr. Amanda Barrientez is a retirement planning specialist with Retirement Solutions Financial™, focusing on safe money strategies like annuities and whole life insurance. She holds a Ph. D. in Sociology from the University of Colorado Boulder and multiple certifications, including Registered Social Security Analyst (RSSA®).

Formerly an award-winning university instructor, Amanda is passionate about coaching and self-development. She founded "Law of Attraction for Business™" and hosted a top-ranking podcast on the topic. Colleagues describe her as passionate, knowledgeable, and possessing cheerful energy.

Amanda made a unique career transition from an Adjunct Professor in Sociology to a financial professional and business coach.

Personality Overview

Objective Evaluator

Fast But Thoughtful

Risk Tolerant

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Retirement Planning
Specializes in safe money solutions, including annuities, whole life insurance, and Roth conversions to help clients achieve a financially secure retirement.
IRA Tax Strategies
Her recent focus includes advanced IRA tax planning, drawing insights from industry experts to minimize taxes for retirees.
Business Coaching
As the founder of "Law of Attraction for Business™, " she has extensive experience coaching others on mindset and strategy to achieve business growth.

Media Appearances

Retirement Solutions Financial™ | Dr. Amanda Barrientez. Featured in Retirement Solutions Financial™ (company website)

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Retirement Income School Blog by Dr. Amanda Barrientez. Featured in Retirement Solutions Financial™ Blog

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Work History

6-2024
Retirement Solutions Financial™ at Retirement Solutions Financial™
1-2019 - 12-2024
CEO-Founder at Law of Attraction for Business with Dr. Amanda
8-2018 - 12-2018
Adjunct Professor at University of Colorado Boulder
8-2013 - 5-2018
Graduate Student Affiliate -- Institute of Behavioral Science at University of Colorado Boulder
8-2012 - 5-2017
Graduate Student Instructor at University of Colorado Boulder

Education

2011 - 2018
Ph.D. Sociology from University of Colorado Boulder
2016 - 2018
Women & Gender Studies Graduate Certificate from University of Colorado Boulder

More Information

Social Presence :

Prographics :

Exp : 10 Location : United States Job Level : N/A Designation : Retirement Solutions Financial™ at Retirement Solutions Financial™
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Insights For Selling To Dr. Amanda

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Use phrases like 'your team deserves', 'best in class' etc.
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dr. Amanda is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Dr. Amanda

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Dr. Amanda move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Dr. Amanda take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Dr. Amanda

Personality Compatibility


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