Kathy Diduch, CFP®

Inquirer
DISC Type : cd

President/Owner at East Texas Wealth Planning Advisors, Inc.

Tyler, Texas, United States

Overview

Kathy Diduch is the President and Owner of East Texas Wealth Planning Advisors, Inc., with over 20 years of experience specializing in retirement planning. A graduate of the University of Texas at Tyler, she is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Plans Specialist dedicated to comprehensive, long-term client relationships.

Interesting fact: Kathy is a member of Ed Slotts Elite IRA Advisor Group℠, a prestigious organization of financial professionals dedicated to being leaders in IRA education.

Personality Overview

ROI Conscious

Upfront

Demanding

They respond well to confident salespeople.  They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Retirement Planning
Has specialized in retirement planning for over two decades, helping clients assess their financial goals for a more secure future.
Holistic Wealth Management
Focuses on structuring client portfolios using income tax strategies, risk management, and estate planning tools for a comprehensive financial picture.
IRA Expertise
Her membership in Ed Slott's Elite IRA Advisor Group℠ indicates a deep professional focus on IRA management and distribution strategies.

Media Appearances

Kathy has no verified media appearances

Work History

2002
President/Owner at East Texas Wealth Planning Advisors, Inc.
1993
CERTIFIED FINANCIAL PLANNER tm Practitioner at Lincoln Investment
1990
Business Owner at Wealth Planning Advisors, Inc.
1989 - 1993
Registered Representative at Investors Brokerage Services, Inc.

Education

1984 - 1987
Bachelor of Business Administration (BBA) from University of Texas at Tyler

More Information

Social Presence :

Prographics :

Exp : 37 Location : Tyler, Texas, United States Job Level : N/A Designation : President/Owner at East Texas Wealth Planning Advisors, Inc.
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Insights For Selling To Kathy

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Be crisp while making the pitch
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Avoid long winding pitches, stay objective
  • Don’t try to be an alpha salesperson, give them equal space
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathy is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Kathy

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kathy move?

  • Their decision making speed is somewhere in the middle.
  • Can Kathy take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Kathy

Personality Compatibility


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