Linda Yao - at Money Master Pro

Evaluator
DISC Type : DCS

Marketing Director at World Financial Group (WFG)

Markham, Ontario, Canada

Overview

Linda Yao is an Executive Director at Experior Financial Group, where she leverages over a decade of experience as a CPA to craft tax-efficient wealth plans for professionals. A graduate of the University of Guelph, people she has worked with describe her as patient, insightful, passionate, and enthusiastic.

She previously founded Aha Deals Inc. , an application she built to help retailers instantly promote door-crasher deals to customers.

Personality Overview

Fast But Analytical

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Tax-Efficient Wealth
Her professional focus is on creating tax-efficient strategies to help professionals and business owners keep more of what they earn.
Financial Empowerment
She states a mission to empower clients by helping them optimize cash flow, reduce tax burdens, and achieve financial independence.
Business Coaching
Identifies as a "10X Business Coach" in her professional headline, indicating a focus on coaching and mentoring business owners.

Media Appearances

Linda has no verified media appearances

Work History

3-2016 - 10-2022
Marketing Director at World Financial Group (WFG)
1-2014 - 1-2019
Founder at Aha Deals Inc.
Experior Financial Group at Self-employed

Education

3-1992 - 5-1993
CPA/CMA from Chartered Professional Accountants of Canada (CPA Canada)
1976 - 1978
Computer Science and Business Admin from University of Guelph

More Information

Social Presence :

Prographics :

Exp : 8 Location : Markham, Ontario, Canada Job Level : N/A Designation : Marketing Director at World Financial Group (WFG)
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Insights For Selling To Linda

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Linda is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Linda

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Linda move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Linda take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Linda

Personality Compatibility


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