Nancy Ward

Go-getter
DISC Type : d

Financial Coach at Nancy Ward, Financial Coach

Cincinnati Metropolitan Area, United States

Overview

Nancy Ward is a Financial Coach who helps individuals and families overcome credit card debt. A graduate of the University of Cincinnati, she focuses on creating sustainable financial systems. Colleagues have described her work ethic as enthusiastic, professional, and stellar.

Outside of her coaching practice, Nancy is a dedicated community volunteer, recognized with an award for her special dedication to public education. She also enjoys spending personal time with her family, including activities like thrift shopping with her daughter.

Unique fact: Nancy is a recipient of the Barb Bossu Volunteer Spirit Award, an honor commemorating special dedication to public education.

Personality Overview

Fast-Paced

Vision Oriented

Self-Confident

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Debt-Free Living
Her coaching practice is centered on helping clients create practical debt payoff plans to achieve financial freedom without shame or burnout.
Employee Financial Wellness
In a podcast interview, she discussed why leaders should care about their team's financial well-being and its impact on performance.
Solopreneur Finances
She provides advice for solopreneurs on separating business and personal finances to gain clarity and improve financial management.

Media Appearances

Nancy Ward, Financial Coach, Business Coach and Entrepreneur. Featured in WeeklyDebtPlan.com

See Now

Work History

7-2021
Financial Coach at Nancy Ward, Financial Coach
3-1997 - 11-2023
Independent Consultant at The Pampered Chef
7-2020 - 6-2023
Franchise Development Coordinator at Home Helpers Home Care
10-2018 - 6-2020
Account Manager at CIP Retail
8-2017 - 12-2018
Client Services Manager at Phelan Insurance Agency, Inc.

Education

1991 - 1995
Bachelors from University of Cincinnati

More Information

Social Presence :

Prographics :

Exp : 28 Location : Cincinnati Metropolitan Area, United States Job Level : N/A Designation : Financial Coach at Nancy Ward, Financial Coach
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Insights For Selling To Nancy

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Stress on the business value that your product offers
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Refrain from asking too many questions
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nancy is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Nancy

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Nancy move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Nancy take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Nancy

Personality Compatibility


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