Lauren Winkelman, MS, CFP®, AFC®

Inquirer
DISC Type : cd

Operations Manager at Citrine Capital

United States

Overview

Lauren is a dual-certified CFP® and AFC® professional and the Operations Manager at Citrine Capital. She recently founded her own company, Rock Money Scissors Financial Coaching. She holds a Masters degree from Texas Tech University and focuses on making personal finance accessible and engaging.

Outside of her financial career, Lauren is actively involved in her community, serving on the Board of Directors for the United Way of Amarillo and Canyon. She is a passionate baker who has mastered the art of making macarons and has even discussed her hobby on a podcast.

Unique fact: Laurens unexpected hobby is baking complex French macarons, a skill she has been perfecting since 2020.

Personality Overview

Hard To Convince

Judgemental

ROI Conscious

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 respond well to confident salespeople.

Topics They Care About

Financial Coaching
She recently launched her own financial coaching business, Rock Money Scissors, to help individuals with budgeting, debt, and goal-setting.
Baking Macarons
She has a passion for the art and science of baking macarons and was recently a guest on a podcast to discuss her hobby.
Community Involvement
Serves on the Board of Directors for the United Way of Amarillo and Canyon, demonstrating a commitment to her local community.

Media Appearances

Lauren has no verified media appearances

Work History

1-2022 - 3-2023
Operations Manager at Citrine Capital
3-2020 - 12-2021
Paraplanner at Citrine Capital
8-2018 - 5-2021
Community Instructor at Texas Tech University College of Human Sciences
5-2018 - 2-2020
Financial Advisor at Blake | Cooper Financial Strategies - Independent Firm of Raymond James
8-2016 - 5-2018
Graduate Teaching Assistant at Texas Tech University College of Human Sciences

Education

2016 - 2018
Master's degree from College of Health and Human Sciences at Texas Tech University
2007 - 2010
Bachelor’s Degree from West Texas A&M University College of Business

More Information

Social Presence :

Prographics :

Exp : 6 Location : United States Job Level : N/A Designation : Operations Manager at Citrine Capital
URL has been copied!

Insights For Selling To Lauren

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Make sure that you you respond to any queries from them quickly
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • 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 Lauren is

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

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

Insights For Deal Planning

    How fast (or slow) will Lauren move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Lauren take some risk or not?

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

You And Lauren

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.