Lisa Dewing, CFP®

Critic
DISC Type : C

Operations Manager at Kramer Wealth Managers

Clarksburg, Maryland, United States

Overview

Lisa Dewing is a CERTIFIED FINANCIAL PLANNER® and Operations Manager at Kramer Wealth Managers, where she has worked for over 25 years. She holds a FINRA Principal Securities License and is deeply involved in client services and office management. Lisa earned her Bachelor of Science from the University of Maryland Global Campus.

Outside of finance, Lisa is a nationally certified (NIC Advanced) American Sign Language interpreter and maintains a private practice. Her initial goal was to become an interpreter, which led her to her current firm. She is passionate about accessibility and has interpreted at industry events, promoting inclusivity for clients with disabilities.

Uniquely, Lisa began her 25-year tenure in wealth management as a way to improve her ASL fluency before becoming a professional interpreter.

Personality Overview

ROI Driven

Critic

Information Seeker

They prefer to do logical analysis and value evidence over emotions.  They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Wealth Management
As a CFP® and Operations Manager with over two decades of experience, she is dedicated to client service and seeing the long-term impact of financial planning.
Financial Accessibility
As a sign language interpreter at a firm specializing in serving the Deaf community, she is committed to making financial information accessible to all.
Sign Language
A nationally certified ASL interpreter (NIC Advanced), she maintains a private practice and actively uses her skills to support colleagues and clients in the financial industry.

Media Appearances

Money Talks. At Kramer Wealth Managers, It Signs and Listens Too. Featured in Deaf Friendly

See Now

Work History

10-2000
Operations Manager at Kramer Wealth Managers
9-2001
Sign Language Interpreter at Private Practice

Education

Bachelor of Science - BS from University of Maryland Global Campus
Associate of Arts and Sciences (A.A.S.) from Community College of Baltimore County

More Information

Social Presence :

Prographics :

Exp : 25 Location : Clarksburg, Maryland, United States Job Level : Middle Designation : Operations Manager at Kramer Wealth Managers
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready to answer many clarity-seeking questions and requests for information
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Lisa

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Lisa take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Lisa

Personality Compatibility


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