Laura Peirson, MBA, CPFA, AIF®

Captain
DISC Type : DS

Retirement Plan Consultant at PK Retirement

Plano, Texas, United States

Overview

Laura has no verified overview

Personality Overview

Dynamic But Sincere

Long-Term Thinker

Consummate Professional

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Laura has no verified topics they care about

Media Appearances

Laura has no verified media appearances

Work History

2-2024
Retirement Plan Consultant at PK Retirement
10-2021 - 2-2024
Plan Consultant at Strategic Retirement Partners
10-2021 - 2-2024
Retirement Plan Consultant at Strategic Retirement Partners
11-2019 - 10-2021
Retirement Plan Advisor at PlanWise Financial Group
2-2019 - 11-2019
Financial Advisor at Prudential Financial

Education

2013 - 2015
Master of Business Administration from Arcadia University
1986 - 1990
Bachelor of Science degree in Physical Education Studies from University of Delaware from University of Delaware

More Information

Social Presence :

Prographics :

Exp : 8 Location : Plano, Texas, United States Job Level : Middle Designation : Retirement Plan Consultant at PK Retirement
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Insights For Selling To Laura

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Laura is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Laura

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Laura move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Laura take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Laura

Personality Compatibility


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