Kelly LaPalio

Commander
DISC Type : D

Director of Advisor Growth Marketing at Hightower Advisors

Greater Chicago Area, United States

Overview

Kelly has no verified overview

Personality Overview

Candid & Clear

Impact-Driven

Risk-Taker

They respond well to strong and respectful communication.  More than the product, they care about the effectiveness of the product. They are very proud of what they do.

Topics They Care About

Kelly has no verified topics they care about

Media Appearances

Kelly has no verified media appearances

Work History

4-2025
Director of Advisor Growth Marketing at Hightower Advisors
8-2023 - 4-2025
Growth Marketing Executive at Hightower Signature Wealth (HT|TC)
2-2023 - 8-2023
Director, SigniFI Elite Advisor Marketing at Avantax®
1-2005 - 2-2023
Director of Marketing at FocusPoint Solutions
8-1999 - 1-2005
Internal Sales Consultant at Invesco Ltd.

Education

Education details unavailable from Hinsdale South High School
BS from University of Illinois Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 26 Location : Greater Chicago Area, United States Job Level : Mid-senior Designation : Director of Advisor Growth Marketing at Hightower Advisors
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Get to the point quickly instead of spending time doing small talk
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Avoid being a storyteller and don’t try to oversell
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Kelly

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They can take decisions very fast if you manage to convince them.
  • Can Kelly take some risk or not?

  • The risks don’t matter much to them.

You And Kelly

Personality Compatibility


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