Lesley Day, CFP®, CLU®, RICP®

Examiner
DISC Type : cs

Board of Directors at The Diabetes Family Connection

Raleigh, North Carolina, United States

Overview

Lesley N. Day is the founder of Solas Financial with Northwestern Mutual, where she provides value-based wealth management. A graduate of The University of North Carolina at Chapel Hill, she holds CFP®, CLU®, and RICP® designations, specializing in sophisticated financial planning for families.

Her dedication to community service is deeply personal, serving as Board President for The Diabetes Family Connection. Her involvement is inspired by her own familys journey, as her son lives with Type 1 Diabetes, fueling her passion for supporting similarly affected families.

Her professional and personal passions converge in supporting families, driven by her experience navigating her sons diabetes diagnosis.

Personality Overview

Process Oriented

Status Quo Seeker

Unexpressive

Being observant comes to them naturally.  They are thorough and always follow a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Family Financial Planning
Her firm's mission is to help families achieve their dreams through strategic saving, tax efficiency, and multigenerational planning.
Diabetes Advocacy
Driven by her son's diagnosis, she is the Board President for The Diabetes Family Connection, an organization supporting families living with diabetes.
Tax Strategy
She frequently posts about year-end tax strategies and planning opportunities, particularly for high-income earners and those with substantial wealth.

Media Appearances

Lesley has no verified media appearances

Work History

11-2018
Board of Directors at The Diabetes Family Connection
5-1998
Wealth Management Advisor, CFP®, CLU®, RICP® at Northwestern Mutual Financial Network
11-1996
Wealth Management Advisor, CFP®, CLU®, RICP® at Northwestern Mutual

Education

1994 - 1998
BSBA from The University of North Carolina at Chapel Hill
2004 - 2004
CFP® from The American College

More Information

Social Presence :

Prographics :

Exp : 29 Location : Raleigh, North Carolina, United States Job Level : N/A Designation : Board of Directors at The Diabetes Family Connection
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Insights For Selling To Lesley

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • 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 Lesley is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Lesley

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

Insights For Deal Planning

    How fast (or slow) will Lesley move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Lesley take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Lesley

Personality Compatibility


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