Nadia Vanderhall

Captain
DISC Type : DS

Writer and Content Contributor at CapWay

Charlotte Metro, United States

Overview

Nadia Vanderhall is a Financial Planner and Educator, and the founder of The Brands And Bands Strategy Group. With a background in financial services marketing and a B. A. from Johnson C. Smith University, she focuses on making finance accessible for everyone. Colleagues and clients describe her as knowledgeable, sharp, and empowering.

Outside of her professional work, Nadia is an active community volunteer, notably with the Ronald McDonald House of Charlotte where she served on the communications and marketing board committee. She is described as an avid philanthropist and a lover of art, using authentic storytelling to connect with her audience.

She openly shares that she once blew her own 401(k), using this personal experience to build trust and connect with clients facing real-world financial challenges.

Personality Overview

Decisive But Calm

Consummate Professional

Output-Driven

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Accessible Financial Planning
Her mission is to provide financial education for everyone, not just the affluent, believing planning is for people who need to be able to afford their lives.
Corporate Financial Wellness
She specializes in creating and delivering financial wellness programs and guidance for workplaces and Employee Resource Groups (ERGs).
Behavioral Finance
She discusses topics like 'girl math' and 'doom spending' and uses behavioral finance to help clients understand the root causes of their money habits.

Media Appearances

Meet Nadia - Financial Planning + Education. Featured in The Brands And Bands Strategy Group

See Now

Work History

10-2021 - 12-2022
Writer and Content Contributor at CapWay
8-2019
Founder, Financial Planner and Educator at The Brands And Bands Strategy Group
10-2018 - 10-2019
VP, Brand & Digital Strategy at Zoom Marketing Partners
5-2017
Content Strategist / Marketing Program Manager at The Brands And Bands Strategy Group
5-2017 - 6-2018
Digital Marketing Program Manager at Bank of America

Education

B.A. from Johnson C. Smith University - JCSU
2020 - 2020
Certificate from Cornell University

More Information

Social Presence :

Prographics :

Exp : 6 Location : Charlotte Metro, United States Job Level : Leadership Designation : Writer and Content Contributor at CapWay
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Insights For Selling To Nadia

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • During followups, use phone or text if needed, they should be fine
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't take their patience for granted, avoid long-winding sermons
  • 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 Nadia 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 Nadia

  • 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 Nadia move?

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

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

You And Nadia

Personality Compatibility


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