Lori Atwood, CFP (R)

Inspirer
DISC Type : di

Founder at Fearless Finance® by Atwood Financial Planning and Atwood Financial Planning

Washington, District of Columbia, United States

Overview

Lori has no verified overview

Personality Overview

Charming & Persuasive

Decisive

Achievment Oriented

They respond well to objective pitches but also attach some value to relationships.  They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Lori has no verified topics they care about

Media Appearances

Lori has no verified media appearances

Work History

9-2016
Founder at Fearless Finance® by Atwood Financial Planning and Atwood Financial Planning
6-2009 - 8-2011
Consultant at Calvert Social Investment Foundation, Inc
10-2006 - 6-2008
Director of Business Development at MicroVest Capital Management, LLC
1-2004 - 9-2006
Senior Consultant at ShoreBank Corporation
8-2001 - 12-2003
Financial Advisor at Piper Jaffray & Co.

Education

8-1985 - 5-1989
Bachelor's degree from University of Pennsylvania
1992 - 1994
Master's degree from Georgetown University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Washington, District of Columbia, United States Job Level : Leadership Designation : Founder at Fearless Finance® by Atwood Financial Planning and Atwood Financial Planning
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Insights For Selling To Lori

During A Call Or A Meeting

DO's

  • Clearly address the competitive aspects
  • Focus on the big picture and the strategic value of your product
  • Refer to testimonials from well known people to highlight the value of your product

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be very informal even if they are being so themselves
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lori is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Lori

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Lori move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Lori take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Lori

Personality Compatibility


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