Emmelia Powell

Judge
DISC Type : Dc

Financial Planner at Premier Wealth Solutions Ltd

United Kingdom

Overview

Emmelia is a multi-award-winning Financial Planner at Premier Wealth Solutions, specializing in building wealth and minimizing tax for UK entrepreneurs and athletes. She has been recognized as a "Young Achiever of the Year" and actively advocates for attracting more young professionals and women into the financial services industry.

Outside of work, Emmelia is a dedicated mother of three who enjoys walking, music, and socializing. She leverages her personal experiences to connect with clients, balancing her professional ambitions with family life and using her social platforms to share insights on finance and business.

Emmelia has a unique personal insight into her clients needs, as she is married to a professional footballer and launched a specialized brand to advise sports professionals based on firsthand experience.

Personality Overview

Features Driven

Quality Focused

Objective Thinker

They like to stay in control of the negotiation or defining of the terms.  They are less concerned about the product and more about its potential impact. They put a lot of effort into ensuring personal success.

Topics They Care About

Athlete Wealth Management
Her husband is a professional athlete, and she founded a division of her firm specifically to address the unique financial challenges faced by sports professionals.
Women in Finance
Actively voices how more women should consider financial services as a career and has been nominated for multiple "Women in Financial Advice" awards.
Next-Gen Financial Planners
She has won several awards for young achievers and gives her time to speak at schools to inspire young professionals to enter the industry.

Media Appearances

Get to know Emmelia Powell, founder and Director of Premier Wealth Solutions Ltd. Featured in Instagram

See Now

Work History

2-2023
Financial Planner at Premier Wealth Solutions Ltd
7-2022 - 4-2023
Trainee Advisor at Premier Wealth Solutions - Sports Professionals
2-2022 - 11-2024
PFS New Professionals Officer at Personal Finance Society
2-2020
Paraplanner at Premier Wealth Solutions Ltd
7-2016 - 11-2019
Social Media Operations at Barclays

Education

6-2023 - 6-2023
The Basils 2023 Training Contract Delegate Of The Year from Next Gen Planners
10-2019 - 1-2022
Level 4 Diploma in Regulated Financial Planning from Chartered Insurance Institute

More Information

Social Presence :

Prographics :

Exp : 11 Location : United Kingdom Job Level : N/A Designation : Financial Planner at Premier Wealth Solutions Ltd
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Insights For Selling To Emmelia

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Objectively showcase the impact that your product creates
  • Refer to testimonials from well-known industry leaders

DONT's

  • Do not spend too much time focusing on product tech or features
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Emmelia is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Emmelia

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Emmelia move?

  • If convinced, they can reach decisions quite fast.
  • Can Emmelia take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Emmelia

Personality Compatibility


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