Natalie Turner, FPQP™

Questioner
DISC Type : c

Partner, COO at Sindrich & Associates

Denver, Colorado, United States

Overview

As Partner and COO at Sindrich & Associates, Natalie has over 25 years of experience in finance and operations. She oversees daily operations, compliance, and human resources, leveraging her expertise in wealth management and business planning. She studied Behavioral Science at Metropolitan State University of Denver.

A Colorado native, Natalie is dedicated to her family and also enjoys traveling and immersing herself in a good book. Her work is guided by a passion for helping families map out their financial futures and educating them in an easy-to-understand manner.

She began her 25-year career at the firm as a paraplanner who barely knew what a financial plan was.

Personality Overview

Cautious & Analytical

Systematic

Value Seeker

They prefer to analyze every situation thoroughly.
  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Holistic Wealth Management
Her firm's philosophy is to understand what clients want out of life for themselves and their family, employing a comprehensive planning approach.
Client Financial Literacy
She frequently shares educational content on topics like Social Security, credit freezes, and tax planning to empower clients with financial knowledge.
Firm Operations
As COO, she is deeply involved in practice management, operational efficiency, and ensuring the firm's daily activities run smoothly to best serve clients.

Media Appearances

Natalie has no verified media appearances

Work History

1-2020
Partner, COO at Sindrich & Associates
1-2001
COO at Sindrich & Associates
Group Retirement Supervisor at Great-West Life and Annuity Insurance Company

Education

1990 - 1996
Behavioral Science from Metropolitan State University of Denver
1989 - 1991
Human Development & Family Studies from Colorado State University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Denver, Colorado, United States Job Level : Leadership Designation : Partner, COO at Sindrich & Associates
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Insights For Selling To Natalie

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Natalie is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Natalie

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Natalie move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Natalie take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Natalie

Personality Compatibility


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