Elle Swart, CFP®

Examiner
DISC Type : cs

Senior Vice President - Investments at Wells Fargo Advisors

Janesville, Wisconsin, United States

Overview

Elizabeth is a Senior Vice President of Investments and a CERTIFIED FINANCIAL PLANNER® professional with Wells Fargo Advisors. With a career starting in 2005, she focuses on portfolio construction, risk management, and estate planning strategies, leveraging her Business degree from the University of Wisconsin-Whitewater to guide clients.

Outside of work, she is an Executive Member at Large for the Community Foundation of Southern Wisconsin. She lives in Milton, WI, with her husband, Logan, and their two children. The family enjoys cooking, entertaining guests, and traveling together to new culinary destinations.

Unique fact: Elizabeth is a passionate foodie who loves to travel with her family specifically to explore new food destinations.

Personality Overview

Overcautious

Unexpressive

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Comprehensive Financial Planning
As a CFP® professional, her focus is on holistic financial guidance, including retirement planning, risk management, and cash flow, to help clients anticipate life transitions.
Estate Strategies
She lists estate planning as a primary area of focus and shares content on the importance of wills, indicating this is a key part of her client conversations.
Community Philanthropy
She serves as an Executive Member at Large on the board of the Community Foundation of Southern Wisconsin, demonstrating a strong commitment to local giving and community support.

Media Appearances

Elle has no verified media appearances

Work History

11-2018
Senior Vice President - Investments at Wells Fargo Advisors
7-2005 - 11-2018
Senior Financial Advisor at BMO Harris Bank
6-2002 - 7-2005
Personal Banker at BMO Harris Bank
3-2008 - 9-2013
Co-Owner at Fitness Together

Education

2000 - 2003
Bachelors of Business from University of Wisconsin-Whitewater
Certified Financial Planner ® from College For Financial Planning

More Information

Social Presence :

Prographics :

Exp : 18 Location : Janesville, Wisconsin, United States Job Level : Leadership Designation : Senior Vice President - Investments at Wells Fargo Advisors
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Insights For Selling To Elle

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elle is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Elle

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Elle move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Elle take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Elle

Personality Compatibility


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