Emily Harper, CFP®

Inquirer
DISC Type : cd

Chief Strategy Officer (CSO) at Monument Wealth Management

New Alexandria, Virginia, United States

Overview

Emily has no verified overview

Personality Overview

Judgemental

Hard To Convince

ROI Conscious

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople.

Topics They Care About

Emily has no verified topics they care about

Media Appearances

Emily has no verified media appearances

Work History

4-2025
Chief Strategy Officer (CSO) at Monument Wealth Management
7-2021 - 4-2025
Vice President & Partner at Monument Wealth Management
9-2017 - 4-2025
Private Wealth Advisor at Monument Wealth Management
1-2016 - 9-2017
Investor Center Manager at T. Rowe Price
3-2014 - 1-2016
Financial Consultant at T. Rowe Price

Education

2019 - 2021
Master of Business Administration - MBA from University of Virginia Darden School of Business
8-2007 - 5-2011
Bachelor of Arts - BA from University of Virginia

More Information

Social Presence :

Prographics :

Exp : 13 Location : New Alexandria, Virginia, United States Job Level : Leadership Designation : Chief Strategy Officer (CSO) at Monument Wealth Management
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Insights For Selling To Emily

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Get to the point quickly instead of spending too much time on pleasantries
  • Refer to testimonials from others in similar positions

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Emily is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Emily

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Emily move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Emily take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Emily

Personality Compatibility


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