Kandi Gordy

Observer
DISC Type : ic

Director, Operations at Carson Wealth

Iowa City-Cedar Rapids Area, United States

Overview

Kandi has no verified overview

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally good communicators and can be hard to convince.  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.

Topics They Care About

Kandi has no verified topics they care about

Media Appearances

Kandi has no verified media appearances

Work History

1-2025
Director, Operations at Carson Wealth
6-2021 - 1-2025
Director of Operations, Registered Professional at Carson Wealth
5-2018 - 6-2021
Registered Client Relationship Specialist- Account Executive at Carson Wealth
3-2013 - 4-2018
LPL Registered Sales Assistant at TrueNorth Wealth Management
7-2003 - 3-2013
Registered Client Relationship Specialist at Baird

Education

1984 - 1988
High School from Hedrick High School

More Information

Social Presence :

Prographics :

Exp : 24 Location : Iowa City-Cedar Rapids Area, United States Job Level : Mid-senior Designation : Director, Operations at Carson Wealth
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Insights For Selling To Kandi

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Invite them for a social do but don’t rely solely on the relationship
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kandi is

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

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Kandi move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Kandi take some risk or not?

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

You And Kandi

Personality Compatibility


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