Meridith Mimbs

Wildcard
DISC Type : ics

Director of Private Client Services at Crescent Wealth Advisory

Atlanta, Georgia, United States

Overview

Meridith Mimbs is the Director of Private Client Services at Crescent Wealth Advisory, where she focuses on daily operations and the client experience. With a career in finance since 2008, she has held roles at Morgan Stanley, UBS, and Merrill Lynch, specializing in simplifying the complexities of family wealth for an exclusive clientele.

Meridith shows an interest in celebrating the achievements of women in finance and business. She also finds creative and engaging ways to connect with complex topics, such as drawing parallels between popular culture like "Game of Thrones" and the nuances of advanced estate planning.

She once shared an article that used the TV show "Game of Thrones" to explain advanced estate planning concepts.

Personality Overview

Requires Proof

Curious But Skeptical

ROI Driven

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Client Experience
Her role is centered on understanding the unique needs of each client and ensuring they are served in an unbiased, conflict-free manner.
Family Wealth
She works to simplify the complexities of family wealth, providing sophisticated solutions for a select clientele's needs and objectives.
Advanced Estate Planning
Showed interest in creative approaches to this topic by sharing an article inspired by the TV show "Game of Thrones".

Media Appearances

Meridith has no verified media appearances

Work History

3-2017
Director of Private Client Services at Crescent Wealth Advisory
8-2013 - 2-2017
Practice Manager/ Financial Advisor at Morgan Stanley
11-2010 - 8-2013
Registered Client Associate at UBS Financial Services Inc

Education

Meridith has no verified education history

More Information

Social Presence :

Prographics :

Exp : 15 Location : Atlanta, Georgia, United States Job Level : Mid-senior Designation : Director of Private Client Services at Crescent Wealth Advisory
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Insights For Selling To Meridith

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Build rapport, it will come handy to handle hard questions later
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Meridith is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Meridith

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Meridith move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Meridith take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Meridith

Personality Compatibility


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