Pam Power

Examiner
DISC Type : sc

Financial Security Advisor at Harvest Wealth Management

Halifax, Nova Scotia, Canada

Overview

Pam is a Financial Security Advisor at Harvest Wealth Management with over 30 years of experience in the financial industry. Her expertise lies in providing comprehensive financial security planning, backed by a team of specialists. She holds a Mutual Fund License, an Insurance License, and has completed the Canadian Securities Course.

Pam is a compassionate individual who is passionate about helping people. She actively uses her personal network to support community members in need, such as sharing fundraisers for a childs urgent medical care. She also publicly recommends other professionals whose work she values.

She built her entire career from a college work experience placement at CIBC, where she stayed for over 20 years before moving into advisory roles.

Personality Overview

Late Adopter

Status Quo Seeker

Overcautious

They do not like taking risks at all and go for proven options in the end.  They are always well-planned and adopt a systematic approach. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Financial Security
With three decades of experience, she is dedicated to helping people make smart, informed financial decisions to protect against unexpected life events.
Comprehensive Planning
She emphasizes working together with clients as their financial guide, using a team of specialists to develop holistic financial plans.
Community Support
Demonstrates a passion for helping others by actively sharing and supporting personal fundraising efforts for members of her community in crisis.

Media Appearances

Pam has no verified media appearances

Work History

8-2020
Financial Security Advisor at Harvest Wealth Management
7-2014 - 8-2020
Financial Security Advisor at Freedom 55 Financial
6-1993 - 6-2014
Senior Financial Services Representative at CIBC

Education

1992 - 1993
Education details unavailable from NSCC

More Information

Social Presence :

Prographics :

Exp : 32 Location : Halifax, Nova Scotia, Canada Job Level : N/A Designation : Financial Security Advisor at Harvest Wealth Management
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Insights For Selling To Pam

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pam is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Pam

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Pam move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Pam take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Pam

Personality Compatibility


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