HEIDI PROM, CRPC®

Observer
DISC Type : ic

Wealth Management Relationship Manager at First American Bank

Elk Grove Village, Illinois, United States

Overview

Heidi Prom is a Wealth Management Relationship Manager at First American Bank with the Chartered Retirement Planning Counselor (CRPC®) designation. Drawing on her experience at firms like Merrill Lynch, she provides holistic wealth management. She holds a Bachelors Degree from Northern Illinois University.

Heidi is an active member of her community, demonstrating a passion for local philanthropy. She has been involved with fundraising for organizations like the Mothers Trust Foundation, which supports low-income children and families in Lake County, and has promoted local charity events.

She serves on the grants committee for the Women and Girls Fund of Waukesha County, directly impacting local charitable giving.

Personality Overview

Example Seeker

Value Driven

Curious

They are likely to ask many questions and look heavily for supporting information.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

Holistic Wealth Mgmt
She partners with a team of specialists in trust, investment management, and private banking to provide a holistic approach to wealth management for her clients.
Retirement Planning
As a Chartered Retirement Planning Counselor (CRPC®), she possesses specialized expertise in developing comprehensive retirement strategies for individuals and families.
Community Philanthropy
Actively involved in her community, she has participated in fundraising for the Mothers Trust Foundation and serves on a local grants committee.

Media Appearances

Wealth Experts - First American Bank (profile page featuring Heidi Prom, CRPC®). Featured in First American Bank

See Now

Work History

7-2021
Wealth Management Relationship Manager at First American Bank
6-2019 - 7-2021
Financial Solutions Advisor at Merrill Edge
8-2017 - 6-2019
Financial Advisor at Merrill Lynch
3-2017 - 8-2017
Insurance Producer at Adkisson-King-Munns Insurance Group
1-2014 - 2-2017
Insurance Producer at MassMutual

Education

1980 - 1983
Bachelor's Degree from Northern Illinois University
1978 - 1980
Education details unavailable from Florida Southern College

More Information

Social Presence :

Prographics :

Exp : 23 Location : Elk Grove Village, Illinois, United States Job Level : Middle Designation : Wealth Management Relationship Manager at First American Bank
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Insights For Selling To HEIDI

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Be prepared for a lot of questions, answer them objectively
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with HEIDI is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from HEIDI

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will HEIDI move?

  • They like to analyze well and then make their decisions.
  • Can HEIDI take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And HEIDI

Personality Compatibility


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