Katie Cullen, CFP®

Inquirer
DISC Type : cd

Head of BlackRock Business Consulting at BlackRock

Minneapolis, Minnesota, United States

Overview

Katie Cullen is the Head of Business Consulting at BlackRock, where she and her team guide wealth advisory firms on growth strategies, particularly for High-Net-Worth clients. A Certified Financial Planner and Gallup Certified Coach, she is described by peers as collaborative, organized, and focused. She holds a Bachelor of Arts from the University of Minnesota.

Outside of work, Katie is a U. S. Army Reserves veteran, mother of three, and an avid endurance athlete, having competed in marathons and Ironman competitions. She lives with her family in Minneapolis and supports organizations that help veterans transition to civilian careers. She is also SCUBA certified.

Unique fact: She became a U. S. Army paratrooper to earn credibility and show the troops she was willing to take risks, just as she would ask of them.

Personality Overview

Judgemental

Hard To Convince

Upfront

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact.

Topics They Care About

HNW Client Strategy
Her team's primary focus at BlackRock is consulting with advisors on how to better attract and serve High-Net-Worth individuals and families.
Advisor Business Growth
She frequently speaks and writes about industry trends and actionable insights to help financial advisors accelerate their firm's growth and efficiency.
Leadership Development
She leads executive forums and an award-winning leadership lab, drawing on her 11 years as a U. S. Army Reserves Logistics Officer.

Media Appearances

Katie Cullen, CFP - BlackRock. Featured in BlackRock (Official Website)

See Now

Work History

4-2022
Head of BlackRock Business Consulting at BlackRock
1-2021 - 11-2021
Chief Strategy and Innovation Officer at Wipfli Financial A
10-2016 - 5-2020
Executive Officer | Global Collaboration | Fiduciary Experience at Global Association of Independent Advisors (GAIA)
10-2013 - 1-2021
Executive Director | Growth | Learning & Education | Transparency Mergers & Acquisitions at Alliance for RIAs
9-2011 - 1-2021
CEO | Strategic Development | Executive Facilitation and Leadership | Institutional Relationships at Zero Alpha Group, LLC

Education

Bachelor of Arts from University of Minnesota

More Information

Social Presence :

Prographics :

Exp : 33 Location : Minneapolis, Minnesota, United States Job Level : Mid-senior Designation : Head of BlackRock Business Consulting at BlackRock
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Highlight the competitive differentiation of your product

DONT's

  • Avoid repeating yourself or making generalizations
  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Katie

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Katie move?

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

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Katie

Personality Compatibility


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