Erin Campbell, CPA/PFS, CFP®

Visionary
DISC Type : Ds

Principal at Beacon Financial Strategies

Raleigh, North Carolina, United States

Overview

Erin has no verified overview

Personality Overview

Early Adopter

Risk Tolerant

Goal-Oriented

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Erin has no verified topics they care about

Media Appearances

Erin has no verified media appearances

Work History

12-2004
Principal at Beacon Financial Strategies
8-1999 - 12-2003
Financial Planner at NC Independent Financial Planning Firm

Education

1997 - 1999
BSBA from UNC Kenan-Flagler Business School

More Information

Social Presence :

Prographics :

Exp : 25 Location : Raleigh, North Carolina, United States Job Level : Senior Designation : Principal at Beacon Financial Strategies
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Insights For Selling To Erin

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Erin is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Erin

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Erin move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Erin take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Erin

Personality Compatibility


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