Elizabeth I. Corbett

Observer
DISC Type : ic

CFP® / ChFC® / CLU® / Partner / Financial Advisor at Focus On Success, LLC

Cincinnati Metropolitan Area, United States

Overview

Elizabeth I. Corbett is a Partner and Financial Advisor at Focus On Success, LLC, holding CFP®, ChFC®, and CLU® designations. A graduate of the University of Louisville, she specializes in comprehensive retirement planning, guiding clients toward their financial goals with meticulous preparation.

Residing in Anderson Township with her husband and four children, Elizabeth dedicates her personal time to family. She enjoys traveling and pursuing various interests that help her stay active.

She uniquely compares the journey of retirement planning to climbing a mountain, emphasizing the importance of preparing properly to reach the peak.

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Retirement Planning
Her core professional focus is guiding clients through the complexities of retirement planning to ensure they are well-funded for the future.
Holistic Wealth Management
Her multiple designations (CFP®, ChFC®, CLU®) show a deep expertise in creating comprehensive financial strategies for individuals and families.
Family Life
As a mother of four, she prioritizes spending time with her family, which is a central part of her life outside of her professional role.

Media Appearances

Elizabeth has no verified media appearances

Work History

4-2013
CFP® / ChFC® / CLU® / Partner / Financial Advisor at Focus On Success, LLC
7-2009 - 4-2013
Account Executive, Qualified Plan Relationship Manager at Focus On Success, LLC

Education

ChFC® / CLU® from The American College of Financial Services
Bachelor's Degree from University of Louisville

More Information

Social Presence :

Prographics :

Exp : 16 Location : Cincinnati Metropolitan Area, United States Job Level : N/A Designation : CFP® / ChFC® / CLU® / Partner / Financial Advisor at Focus On Success, LLC
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Insights For Selling To Elizabeth I.

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Help them understand the risk aspect fully while inspiring confidence
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elizabeth I. is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Elizabeth I.

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Elizabeth I. move?

  • They like to analyze well and then make their decisions.
  • Can Elizabeth I. take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Elizabeth I.

Personality Compatibility


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