Kim Gieseler CFP®, RICP®, CEPA®

Examiner
DISC Type : cs

Past Board Member at Outdoor Lab Foundation

Denver Metropolitan Area, United States

Overview

Kim has no verified overview

Personality Overview

Tough To Convince

Overcautious

Status Quo Seeker

They tend to be clear about their needs and limitations and are unlikely to promise too much.  The only way to convince them is by showing them examples and ample proof. They are thorough and always follow a systematic approach.

Topics They Care About

Kim has no verified topics they care about

Media Appearances

Kim has no verified media appearances

Work History

2-2020 - 2-2026
Past Board Member at Outdoor Lab Foundation
10-2018
Co-Founder & Senior Wealth Advisor at Valorem Financial
8-2017
Proud Girl Scout Leader at Girl Scouts of Colorado
2-2009 - 10-2018
Founder & Wealth Advisor at Metis Financial Group
Financial Services Representative/Financial Planner at MetLife Insurance & Securities

Education

1988 - 1991
BSBA from University of Denver
1987 - 1988
Education details unavailable from Arizona State University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Denver Metropolitan Area, United States Job Level : Leadership Designation : Past Board Member at Outdoor Lab Foundation
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Insights For Selling To Kim

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kim is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kim

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Kim move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Kim take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Kim

Personality Compatibility


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