Michelle H. Tucker, JD,CFP,CPA/PFS

Observer
DISC Type : ic

Financial Consultant and Investment Advisor at Tucker Wealth Management, Inc.

Honolulu County, Hawaii, United States

Overview

Michelle has no verified overview

Personality Overview

Value Driven

Example Seeker

Assertive

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Michelle has no verified topics they care about

Media Appearances

Michelle has no verified media appearances

Work History

8-2001
Financial Consultant and Investment Advisor at Tucker Wealth Management, Inc.
1-1991
Estate Planning Attorney at Sterling & Tucker, LLP
1-1991
Certified Public Accountant at Sterling & Tucker, Inc.

Education

1978 - 1981
Doctor of Law (J.D.) from University of Hawai'i at Manoa - William S. Richardson School of Law
1973 - 1976
Bachelor of Business Administration (BBA) from University of Hawaii at Manoa

More Information

Social Presence :

Prographics :

Exp : 35 Location : Honolulu County, Hawaii, United States Job Level : Senior Designation : Financial Consultant and Investment Advisor at Tucker Wealth Management, Inc.
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Insights For Selling To Michelle H.

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Build rapport, it will come handy to handle hard questions later
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michelle H. is

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

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Michelle H. move?

  • They like to analyze well and then make their decisions.
  • Can Michelle H. take some risk or not?

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

You And Michelle H.

Personality Compatibility


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