Grace Lau

Examiner
DISC Type : cs

Trustee at Museum of Northern Arizona

Phoenix, Arizona, United States

Overview

Grace Lau is the Managing Principal at Benefit Financial Services Group in Phoenix, a firm she founded as PacWest Financial Management. A Chartered Financial Analyst (CFA®) with an MBA from The George Washington University, she focuses on providing high-touch investment management for successful families and institutions. People often describe her as a dedicated finance professional.

Deeply invested in her community, Grace co-founded the Arizona Asian Pacific American Womens Giving Circle. She has also served as a trustee for the Museum of Northern Arizona and the Arizona Community Foundation, demonstrating a long-standing commitment to local philanthropic and cultural causes.

She co-founded a giving circle specifically for Asian Pacific American women in Arizona.

Personality Overview

Late Adopter

Tough To Convince

Overcautious

They do not like taking risks at all and go for proven options in the end.  They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Women's Giving Circles
She co-founded the Arizona Asian Pacific American Women's Giving Circle in 2014 and recently joined Charter 100 to connect with other highly achieved women.
Arizona Philanthropy
Demonstrates a strong commitment to local causes through her service as a trustee for the Museum of Northern Arizona and the Arizona Community Foundation.
Client Financial Security
As the head of a wealth management firm, she is focused on providing clients with financial security and "peace of mind, " as noted in a public recommendation.

Media Appearances

Grace has no verified media appearances

Work History

4-2015
Trustee at Museum of Northern Arizona
2008 - 2011
Board member at Social Venture Partners
2007 - 2011
Member at Women Presidents Organization
4-1997
CEO and Founder at PacWest Investment Management & Financial Planning
1-1997
Managing Principal at Benefit Financial Services Group (fka PacWest Financial Mgt.)

Education

1975 - 1977
MBA from The George Washington University School of Business
1969 - 1973
B.S. from University of Wisconsin-Eau Claire

More Information

Social Presence :

Prographics :

Exp : 47 Location : Phoenix, Arizona, United States Job Level : Leadership Designation : Trustee at Museum of Northern Arizona
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Insights For Selling To Grace

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • 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 Grace is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Grace

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

Insights For Deal Planning

    How fast (or slow) will Grace move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Grace take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Grace

Personality Compatibility


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