Laura Hubbell, CFA

Questioner
DISC Type : c

Partner, Chief Information Officer at SignatureFD

Atlanta, Georgia, United States

Overview

Laura Hubbell is the Partner and Chief Information Officer at SignatureFD, where she focuses on integrating processes, people, and technology to drive results. A CFA Charterholder and Boston University graduate, she has a proven track record of leveraging cloud-based services and modern tech stacks to enhance client service and scale business operations.

Outside of her professional role, Laura is a dedicated philanthropist with long-term involvement supporting the Boys & Girls Clubs of Metro Atlanta and the National Multiple Sclerosis Society. Originally from New Orleans, she currently resides in Midtown Atlanta with her husband, Mike.

Interestingly, Laura holds a Bachelor of Arts in German Language and Literature and pursued coursework at the Technische Universität in Dresden, Germany.

Personality Overview

Not Easily Convinced

Value Seeker

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Wealth Tech Stacks
As CIO, she frequently discusses migrating to modern, cloud-based services and evolving the firm's technology to better serve clients and scale the business.
Operational Efficiency
Her work focuses on improving how people, processes, and technology work together, and she has spoken on leveraging tech to make advisors' lives easier.
Data-Driven Decisions
Emphasizes using technology to create transparency and provide the leadership team with the data needed to effectively run the business and automate reporting.

Media Appearances

Orion WealthTech Facebook post featuring Laura Hubbell, Partner, CIO at SignatureFD discussing a powerful planning conversation. Featured in Facebook

See Now

SignatureFD Continues Commitment to Diversifying Leadership with Eight New Promotions. Featured in Business Wire

See Now

Work History

1-2022
Partner, Chief Information Officer at SignatureFD
1-2020 - 1-2022
Director of Client Care and Operations at SignatureFD
12-2018 - 1-2020
Director of Operations at SignatureFD
3-2006 - 8-2007
Senior Operations Specialist - Corporate Actions at Brown Brothers Harriman
8-2004 - 3-2006
Operations Specialist- Corporate Actions at Brown Brothers Harriman

Education

MA from Boston University
BA from Boston University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Atlanta, Georgia, United States Job Level : Leadership Designation : Partner, Chief Information Officer at SignatureFD
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Insights For Selling To Laura

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Laura is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Laura

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Laura move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Laura take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Laura

Personality Compatibility


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