Kari Smith (Lundberg), CLF®

Pioneer
DISC Type : dis

Financial Advisor at Northwestern Mutual

St Paul, Minnesota, United States

Overview

Kari is a Financial Advisor at Northwestern Mutual, where she empowers high-achieving people to gain financial confidence during life transitions. She holds a Chartered Leadership Fellow designation and earned her bachelors degree in Marketing and Business Administration from Minnesota State University, Mankato.

Outside of her professional life, Kari is deeply passionate about hockey, a sport in which she was a two-year college team captain and has also coached. She resides in the Twin Cities with her husband and son, enjoying golf, travel to Scottsdale, and listening to audiobooks.

Unique fact: She was a two-year captain of the Womens Ice Hockey Team at Minnesota State University, Mankato.

Personality Overview

Friendly But Fast

Decisive But Friendly

Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  They have the unique ability to win both love and respect from their team (or outsiders) If they are convinced, they can become very strong champions for your product

Topics They Care About

Women's Ice Hockey
Her background is extensive, from being a two-year captain for her university team to later serving as an assistant coach for a high school varsity team.
Financial Empowerment
Her professional focus is on helping clients feel confident and in control of their financial decisions, especially during periods of significant change.
Career Alignment
She has promoted events focused on helping professionals find roles that align with their natural traits and has a background in career development advising.

Media Appearances

Kari Smith, Financial Advisor - Mendota Hts, MN 55120. Featured in Northwestern Mutual

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Work History

9-2021
Financial Advisor at Northwestern Mutual
12-2020
Financial Representative at Northwestern Mutual
1-2017 - 12-2020
Director Of Career Development at Northwestern Mutual
10-2015
Assistant Varsity Girls Hockey Coach at Simley Senior High School
6-2014 - 6-2017
Campus Recruiter at Northwestern Mutual

Education

2019 - 2020
Chartered Leadership Fellow Designation from The American College of Financial Services
2010 - 2014
Bachelor's degree from Minnesota State University, Mankato

More Information

Social Presence :

Prographics :

Exp : 14 Location : St Paul, Minnesota, United States Job Level : Junior Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Kari

During A Call Or A Meeting

DO's

  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Keep your pitch focused on the impact but nurture the relationship too
  • Showcase existing customers and use case-studies to grab their attention

DONT's

  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kari is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Kari

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Kari move?

  • They are generally fast movers and can take quick decisions
  • Can Kari take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Kari

Personality Compatibility


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