Keely Cleveland, CFP®

Doer
DISC Type : ds

Junior Planner at Jim Saulnier & Associates, LLC

Fort Collins, Colorado, United States

Overview

Keely is a CERTIFIED FINANCIAL PLANNER® professional at Jim Saulnier & Associates, where she focuses on creating tax planning strategies. A graduate of Colorado State University in Financial Planning, she was recognized as the Outstanding Graduating Senior for her academic excellence and dedication.



She was honored as the Outstanding Graduating Senior in Financial Planning upon her graduation from Colorado State University.

Personality Overview

Results Focused

Risk-Accepting

Fast-paced

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Financial Planning
Recently fulfilled all requirements to be a CERTIFIED FINANCIAL PLANNER® professional and is passionate about helping clients achieve their financial goals.
Tax Strategies
Her role as a Junior Planner involved a specific focus on tax, where she assisted a team of three CPAs with operations and creating client strategies.
RIA Industry
Attended the Schwab IMPACT conference and has expressed a strong interest in growing her career within the Registered Investment Advisor industry.

Media Appearances

Keely has no verified media appearances

Work History

5-2023
Junior Planner at Jim Saulnier & Associates, LLC
5-2022 - 5-2023
Tax Planning Intern at Jim Saulnier & Associates
1-2022 - 5-2023
Student Coordinator -- Finance at Colorado State University
6-2021 - 8-2021
Office Assistant at Big Al's Auto & Exhaust
11-2017 - 2-2021
Assistant Manager at rue21

Education

8-2021 - 5-2023
Bachelor of Science - BS from Colorado State University
8-2019 - 5-2021
Associate of Science - AS from Laramie County Community College

More Information

Social Presence :

Prographics :

Exp : 7 Location : Fort Collins, Colorado, United States Job Level : N/A Designation : Junior Planner at Jim Saulnier & Associates, LLC
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Insights For Selling To Keely

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Keely is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Keely

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Keely move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Keely take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Keely

Personality Compatibility


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