Emily May Francis in

Emily May Francis

Enthusiast · DISC type i
Retirement Services Lead at Focus Partners Wealth
📍 Nashville, Tennessee, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
10 Years
Current Role
Retirement Services Lead
Location
Nashville, Tennessee, United States
Personality Overview

How Emily shows up

Amiable & Agreeable
Consensus Focused
Non-Confrontational

They prefer to build relationships rather than staying totally transactional. They agree with others often, so exercise caution when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics Emily cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2024
Retirement Services Lead
Focus Partners Wealth
4-2022 - 6-2024
Billing & Operations Lead, Retirement Solutions
Buckingham Wealth Partners
6-2021 - 4-2022
Retirement Solutions Specialist
Buckingham Wealth Partners
1-2021 - 5-2021
Assistant Manager
Cape Reserve
5-2019 - 1-2021
Account Manager
Cape Reserve
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2019
Bachelor of Science - BS
Missouri State University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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