Lara Lamb, CFP®

Inquirer
DISC Type : cd

Partner / Financial Advisor at Abacus Wealth Partners

Santa Monica, California, United States

Overview

Lara Lamb is a Partner and Certified Financial Planner at Abacus Wealth Partners with over 20 years of experience. She leads the firms womens initiative and specializes in providing financial planning for women, particularly those navigating divorce. She holds a certificate in personal financial planning from UCLA.

A Los Angeles native, Lara is married with four children. In her free time, she enjoys family activities, fitness, hiking, camping, and reading. She is passionate about financial literacy and gives free talks to college students and communities who havent traditionally had access to financial planning.

Her passion for helping women through divorce stems directly from her own personal experience with a difficult divorce.

Personality Overview

Hard To Convince

Judgemental

Demanding

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Women's Financial Health
Her practice is dedicated to empowering women, especially those going through divorce, to become confident with their money and achieve their financial goals.
Navigating Divorce
As the in-house divorce expert at her firm, she draws from personal experience to guide women through the financial complexities of this major life transition.
Financial Literacy
She gives free financial literacy talks to college students and underserved communities to help the next generation make better financial choices.

Media Appearances

Lara Lamb – Director at Abacus Wealth Partners. Featured in The Org

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Lara Lamb - Abacus Wealth Partners. Featured in Abacus Wealth Partners

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Work History

8-2013
Partner / Financial Advisor at Abacus Wealth Partners
1-2013 - 12-2014
President at Financial Planning Association of Los Angeles
1-2011 - 12-2012
President-Elect at Financial Planning Association of Los Angeles
5-2009 - 8-2013
Owner at Lamb Financial Planning LLC
1-2009 - 12-2010
Director of Membership at Financial Planning Association of Los Angeles

Education

2001 - 2003
Certificate from UCLA
1998 - 2002
Education details unavailable from California State University, Northridge

More Information

Social Presence :

Prographics :

Exp : 30 Location : Santa Monica, California, United States Job Level : N/A Designation : Partner / Financial Advisor at Abacus Wealth Partners
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Insights For Selling To Lara

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Highlight the competitive differentiation of your product
  • Refer to testimonials from others in similar positions

DONT's

  • Refrain from asking too many questions
  • Don’t try to be an alpha salesperson, give them equal space
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lara is

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

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

Insights For Deal Planning

    How fast (or slow) will Lara move?

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

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

You And Lara

Personality Compatibility


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