Kelly Knight

Pioneer
DISC Type : Dsi

Official Member at Forbes Business Council

Detroit Metropolitan Area, United States

Overview

Kelly Knight is the President and Integrator of EOS Worldwide, leveraging over 20 years of experience in the financial services industry. A co-author of "People: Dare to Build an Intentional Culture, " she is a graduate of the University of Michigan and helps entrepreneurs scale their businesses.

Outside of her executive role, Kelly identifies as a wife and mother, crediting her visionary father for inspiring her ability to execute ideas. She is a proud University of Michigan alumna and is passionate about helping people live a balanced life, doing what they love with people they love.

She was a founding member of United Capital Financial Advisers, a firm that was successfully acquired by Goldman Sachs in 2019.

Personality Overview

Driven But Considerate

Friendly But Fast

Decisive But Friendly

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

Topics They Care About

Intentional Culture
Co-authored the book "People: Dare to Build an Intentional Culture" and frequently speaks on creating a thriving workplace culture as essential for business success.
Entrepreneurial Operating System
As President of EOS Worldwide, she is a leading advocate for the system, helping leadership teams gain vision, traction, and health in their organizations.
Visionary/Integrator Dynamics
Often discusses the critical partnership between idea-focused 'Visionaries' and execution-oriented 'Integrators' to drive business growth and success.

Media Appearances

Kelly Knight - Forbes Business Council. Featured in Forbes

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Kelly Knight | President & Integrator - EOS Worldwide, LLC. Featured in Forbes Councils (Forbes.com)

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Work History

7-2022
Official Member at Forbes Business Council
11-2021 - 2-2024
Board Member at Sales Xceleration®
8-2016
Integrator/ President at EOS Worldwide, LLC
2-2013 - 8-2016
Chief Operating Officer at Concorde Investment Services
2-2011 - 1-2013
VP, Field Relationships at United Capital Financial Advisers, LLC

Education

3-2022 - 5-2022
Scaling a Business: How to Build a USD 1 Billion Unicorn from Wharton Executive Education
1990 - 1994
Bachelors Degree from University of Michigan

More Information

Social Presence :

Prographics :

Exp : 30 Location : Detroit Metropolitan Area, United States Job Level : N/A Designation : Official Member at Forbes Business Council
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Ask them for a lunch or coffee once some rapport has been established
  • During followups, use calls or text if needed, they should be fine
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly 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 Kelly

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

Insights For Deal Planning

    How fast (or slow) will Kelly move?

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

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

You And Kelly

Personality Compatibility


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