Peggy Hollander

Examiner
DISC Type : sc

Managing Partner at The Succession Group, LLC

Miami, Florida, United States

Overview

Peggy M. Hollander is the founder and managing partner of The Succession Group, specializing in innovative wealth-transfer and business succession plans for high-net-worth clients. A former CPA with a BSBA from the University of Florida, she frequently speaks at national conferences on topics ranging from charitable giving to business development.

Peggy is deeply engaged in her community, serving on the board of the United Way of Miami-Dade and the Board of Governors of the University of Miami Sylvester Comprehensive Cancer Center. She is an active member of the International Womens Forum and shows a keen interest in embracing emerging technologies like AI.

She has a unique specialization in providing succession planning for high-value, non-financial assets such as fine art collections.

Personality Overview

Unexpressive

Tough To Convince

Status Quo Seeker

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They tend to be clear about their needs and limitations and are unlikely to promise too much. They are always well-planned and adopt a systematic approach.

Topics They Care About

Wealth Transfer
Her firm, The Succession Group, is widely recognized for creating customized, insurance-related wealth-transfer plans for affluent families and business owners.
Art Succession
She is a noted expert and frequent speaker on creating succession plans for high-value art collections, addressing valuation, taxation, and stewardship.
Generative AI
Actively pursuing a learning journey in AI, she encourages its use and potential, attending discussions and applying insights from Gen Z advisors.

Media Appearances

Peggy has no verified media appearances

Work History

1-1997
Managing Partner at The Succession Group, LLC

Education

BSBA from University of Florida

More Information

Social Presence :

Prographics :

Exp : 28 Location : Miami, Florida, United States Job Level : N/A Designation : Managing Partner at The Succession Group, LLC
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Insights For Selling To Peggy

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Peggy 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 Peggy

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Peggy move?

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

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

You And Peggy

Personality Compatibility


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