Paige Kilburn

Critic
DISC Type : C

Financial Strategist and Retirement Specialist at Equitable Advisors

Charlotte, North Carolina, United States

Overview

Paige Kilburn is a Financial Strategist at Equitable Advisors who empowers women leaders, executives, and entrepreneurs to achieve their financial goals. With over a decade of experience in finance, she specializes in generational wealth, retirement, and investment planning. She attended The Ohio State University, studying Music Education and Spanish.

Outside of her professional role, Paige is deeply committed to community advocacy. She is a “Woman of Impact” nominee for the American Heart Association’s Go Red for Women campaign. Her personal interests include hiking, traveling, and playing the violin, reflecting her background in music.

Interesting fact: A financial strategist with a university background in Music Education, Paige is also an avid violin player.

Personality Overview

Objective Thinker

Information Seeker

ROI Driven

They like to take decisions independently and do not seek others' support often.  They don’t appreciate bells and whistles unless backed by data. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Financial Planning for Women
Her mission is to empower women leaders financially; she notes that over 90% of her clients are female and she frequently speaks on the topic.
Generational Wealth
This is a core part of her specialty, focusing on the significant transfer of wealth to women and how to manage it effectively for the future.
Women's Health Advocacy
She is a nominee for the "Go Red for Women of Impact" campaign, actively supporting the American Heart Association's mission to improve women's heart health.

Media Appearances

Paige has no verified media appearances

Work History

10-2021
Financial Strategist and Retirement Specialist at Equitable Advisors
7-2018 - 6-2021
Branch Manager at BB&T
6-2016 - 6-2018
Branch Banker III at BB&T
9-2015 - 4-2016
Universal Banker at SunTrust
8-2013 - 8-2015
Business Online Banker at Wells Fargo

Education

2008 - 2010
Music Education and Spanish from The Ohio State University
2014 - 2016
Associate of Arts (A.A.) from Central Piedmont Community College

More Information

Social Presence :

Prographics :

Exp : 11 Location : Charlotte, North Carolina, United States Job Level : Junior Designation : Financial Strategist and Retirement Specialist at Equitable Advisors
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Insights For Selling To Paige

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paige is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Paige

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Paige move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Paige take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Paige

Personality Compatibility


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