Lindsey Serrano

Doer
DISC Type : ds

Founder, Art as an Asset Series at Mariner Wealth Advisors as Sponsor

Santa Barbara, California, United States

Overview

Lindsey Serrano is a Senior Wealth Consultant at Mariner, leveraging over 30 years of business development experience to connect clients with advisory teams. She holds a Juris Doctorate from the University of Kansas School of Law and specializes in serving individuals, families, and foundations to achieve their wealth goals.

Deeply passionate about the arts, Lindsey previously served as the Director of Major and Planned Gifts at The Nelson-Atkins Museum of Art. She enjoys uniting collectors and art enthusiasts to share insights and make informed decisions regarding their collections, reflecting a clear commitment to the art community.

She is the founder of the "Art as an Asset" series, a unique program that bridges the worlds of wealth management and art collecting.

Personality Overview

Risk-Accepting

Strategic Planner

Results Focused

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. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Art as an Asset
She founded and actively promotes this series, which educates art collectors on making informed decisions about their collections by connecting them with industry experts.
Philanthropic Planning
Her experience at The Nelson-Atkins Museum of Art involved guiding families and foundations in planning their philanthropic gifts, an expertise she brings to her wealth advisory role.
Wealth Management
Focuses on new business development, working with individuals and families to connect them with advisory teams best suited to their long-term financial objectives.

Media Appearances

Lindsey has no verified media appearances

Work History

1-2018 - 3-2020
Founder, Art as an Asset Series at Mariner Wealth Advisors as Sponsor
11-2016
Senior Wealth Consultant at Mariner
9-2012 - 10-2016
Director, Major and Planned Gifts at The Nelson-Atkins Museum of Art
8-2010 - 6-2011
Contract Attorney at Baker Sterchi Law Firm; Wagstaff & Cartmell Law Firm
5-2003 - 9-2012
Sales Associate at Prudential Kansas City Realty

Education

5-1990 - 5-1993
Doctor of Law - JD from University of Kansas School of Law
1986 - 1990
Bachelor’s Degree from The University of Kansas

More Information

Social Presence :

Prographics :

Exp : 22 Location : Santa Barbara, California, United States Job Level : Senior Designation : Founder, Art as an Asset Series at Mariner Wealth Advisors as Sponsor
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Insights For Selling To Lindsey

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't go over them unless you are left with no other option
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lindsey 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 Lindsey

  • 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 Lindsey move?

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

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

You And Lindsey

Personality Compatibility


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