Dr. Nicole B. Simpson Specializing In Financial Trauma, CFP®

Evaluator
DISC Type : DCS

Founder and CEO/CERTIFIED FINANCIAL PLANNER® professional at Harvest Wealth Financial

New York City Metropolitan Area, United States

Overview

Dr. Nicole B. Simpson is the Founder and CEO of Harvest Wealth Financial, a firm she established in 2007. A CERTIFIED FINANCIAL PLANNER® with a doctorate from Boston University, she specializes in creating strategies that drive revenue and build wealth. Colleagues and clients describe her as knowledgeable, credible, and thorough.

Her personal story is one of resilience, having grown up in a marginalized community and survived the World Trade Center tragedy on 9/11. This experience, combined with her strong faith, shapes her approach to her work and her passion for helping others overcome obstacles to achieve financial success and independence.

Unique fact: As a 9/11 survivor, she now helps clients navigate financial trauma and uses her experience to guide them toward restoration.

Personality Overview

Quality Focused

Thorough Evaluator

Hard To Convince

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Financial Trauma
As a 9/11 survivor, she links overcoming personal trauma to achieving financial success and has made it a core part of her professional identity and practice.
Faith and Finance
She openly integrates her Christian faith into her financial principles, viewing her work as a way to help people build legacy and pursue their purpose.
Economic Empowerment
Passionate about dismantling systems of economic oppression and improving financial literacy, particularly within communities of color.

Media Appearances

Dr. Nicole Simpson, Founder and CEO, Harvest Wealth Financial. Featured in Spotify

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Dr. Nicole Simpson, CEO of Harvest Wealth Financial, breaks down why the Black Church ... (video). Featured in Facebook

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Dr. Nicole Simpson, Founder, Harvest Wealth Financial. Featured in YouTube

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Work History

11-2007
Founder and CEO/CERTIFIED FINANCIAL PLANNER® professional at Harvest Wealth Financial
Financial Advisor/CERTIFIED FINANCIAL PLANNER® professional at PNC
Financial Advisor/CERTIFIED FINANCIAL PLANNER® professional at MetLife
Portfolio Manager/CERTIFIED FINANCIAL PLANNER® professional at Morgan Stanley
Financial Advisor/ CERTIFIED FINANCIAL PLANNER® professional at Legg Mason (Acquired by Franklin Templeton)

Education

2017 - 2020
Research Doctorate from Boston University
2014 - 2016
Master's Degree from New Brunswick Theological Seminary

More Information

Social Presence :

Prographics :

Exp : 18 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Founder and CEO/CERTIFIED FINANCIAL PLANNER® professional at Harvest Wealth Financial
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Insights For Selling To Dr. Nicole B. Simpson

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dr. Nicole B. Simpson is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Dr. Nicole B. Simpson

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Dr. Nicole B. Simpson move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Dr. Nicole B. Simpson take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Dr. Nicole B. Simpson

Personality Compatibility


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