Elizabeth Harding

Evaluator
DISC Type : sdc

Junior Financial Consultant at Florida Financial Advisors

Tampa, Florida, United States

Overview

Elizabeth Harding is a Junior Financial Consultant at Florida Financial Advisors, specializing in wealth management and financial planning. A graduate of Indiana Universitys Kelley School of Business, she holds Series 65 and 2-14 licenses and focuses on helping clients achieve financial freedom through active, strategic investing.

Her background includes significant experience in the venture capital space, having worked as a fellow and intern at Plug and Play Tech Center. There, she conducted due diligence on over 800 startups and evaluated pitches for funding, blending corporate finance with an understanding of innovation.

Unique fact: Before becoming a financial consultant, Elizabeth assessed the viability and market potential of hundreds of startups for a major tech accelerator.

Personality Overview

Thorough Evaluator

Fast But Analytical

Hard To Convince

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 They are not very likely to become strong advocates of your product or service

Topics They Care About

Active Investing
Advocates that long-term investing should be purposeful, not passive, emphasizing the importance of sector rotation to adapt to changing market cycles.
Retirement Planning
Stays current on complex regulations, advising clients on recent changes to Required Minimum Distributions (RMDs) and the SECURE 2. 0 Act.
Startup Evaluation
Has a background in analyzing startup financials, business models, and market potential from her time at a leading venture capital tech center.

Media Appearances

Elizabeth has no verified media appearances

Work History

1-2025
Junior Financial Consultant at Florida Financial Advisors
10-2024 - 5-2025
University Program Fellow at Plug and Play Tech Center
5-2024 - 12-2024
Investment Management Intern at Bridges Trust
10-2021 - 11-2023
Investment Intern at Plug and Play Tech Center
5-2023 - 8-2023
Global Analyst Summer Internship at Plug and Play Tech Center

Education

8-2021 - 5-2025
Bachelor of Science - BS from Indiana University - Kelley School of Business
8-2021 - 5-2025
Bachelor of Science - BS from Hutton Honors Council Association

More Information

Social Presence :

Prographics :

Exp : 4 Location : Tampa, Florida, United States Job Level : Junior Designation : Junior Financial Consultant at Florida Financial Advisors
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Insights For Selling To Elizabeth

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • 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

  • Don’t focus on relationship, focus purely on the merit of your product
  • 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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elizabeth is

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

  • 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 Elizabeth move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Elizabeth 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 Elizabeth

Personality Compatibility


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