Hannah Buschbom

Questioner
DISC Type : c

Co-Founder at The W Source™

United States

Overview

Hannah Buschbom is the Chief Transitional Wealth Planner at The AmeriFlex Group®, where she specializes in guiding families and business owners through significant financial events. She holds multiple certifications, including Certified Financial Planner (CFP) and Certified Divorce Financial Analyst (CDFA), applying a holistic approach to wealth management.

Her passion for creating powerful connections among professional women led her to co-found The W Source™, a national organization. This venture was born from her observation of a need for a centralized platform where women business leaders can support and empower each other in their communities.

She co-founded a national networking organization, The W Source™, to help women business leaders build powerful professional relationships.

Personality Overview

Cautious & Analytical

Not Easily Convinced

Systematic

They are more likely than others to negotiate on pricing and terms.  They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Transitional Wealth
Her core specialty is helping clients manage financial transitions resulting from events like divorce, inheritance, or the sale of a business.
Women in Business
Co-founded The W Source™, a national networking organization specifically designed to help women professionals and business leaders connect and grow.
Family Wealth Planning
Focuses on creating multi-generational wealth transfer strategies and holistic financial plans that are aligned with a family's specific goals and values.

Media Appearances

Hannah has no verified media appearances

Work History

7-2017
Co-Founder at The W Source™
9-2010
Chief Transitional Wealth Planner at The AmeriFlex Group®
7-2011 - 7-2024
Wealth Advisor, Director of Financial Planning at The AmeriFlex Group®
7-2010 - 7-2011
Financial Planning Associate at The AmeriFlex Group®
5-2010 - 7-2010
Fiduciary Assistant at Senior Planning Services

Education

2015 - 2016
Certified Financial Planning Designation from College for Financial Planning
2013 - 2014
Certified Divorce Financial Analyst from Institute for Divorce Financial Analysts™

More Information

Social Presence :

Prographics :

Exp : 19 Location : United States Job Level : Leadership Designation : Co-Founder at The W Source™
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Insights For Selling To Hannah

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Hannah is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Hannah

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Hannah move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Hannah take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Hannah

Personality Compatibility


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