Kasey Gartner

Questioner
DISC Type : c

Wealth Management Advisor at Northwestern Mutual

Atlanta, Georgia, United States

Overview

Kasey Gartner is the Founder and CEO of Iron Wealth Advisors, specializing in holistic financial planning for busy professionals. A University of Georgia graduate, she has been recognized by Forbes as a Top Financial Security Professional. She previously served as a Wealth Management Advisor with Northwestern Mutual.

Based in Atlanta, Kasey is a mother who is passionate about building her business around her life. Drawing from her own experiences, she is a strong advocate for womens advancement and participated in the Terry Womens Initiative conference at her alma mater to empower female students.

Unique fact: Kaseys mantra is to spend time doing what you love and are good at, and to outsource the rest.

Personality Overview

Price-Sensitive

Value Seeker

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  It is quite likely of them to ask for pricing or other concessions. They prefer to do thorough analysis of any situation.

Topics They Care About

Holistic Financial Planning
Her practice focuses on providing comprehensive, holistic financial planning for busy professionals and business owners, as stated in multiple interviews.
Female Entrepreneurship
She launched her own practice and speaks openly about her journey of building a business as a single mother.
Women's Advancement
An alumna of the University of Georgia, she has returned to speak at the Terry Women's Initiative to support and inspire female business students.

Media Appearances

Kasey has no verified media appearances

Work History

8-2003
Wealth Management Advisor at Northwestern Mutual
8-2003 - 8-2012
Associate Wealth Management Advisor at Northwestern Mutual

Education

Bachelor of Business Administration (BBA) from University of Georgia - Terry College of Business
2008 - 2009
Master of Business Administration (M.B.A.) from Georgia State University - J. Mack Robinson College of Business

More Information

Social Presence :

Prographics :

Exp : 22 Location : Atlanta, Georgia, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Kasey

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kasey is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Kasey

  • 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 Kasey move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Kasey take some risk or not?

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


You And Kasey

Personality Compatibility


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