Rachel W.

Pioneer
DISC Type : sid

Marketing Director at FORM Wealth Advisors

Greater Milwaukee, United States

Overview

Rachel W. is a strategic Marketing Director at FORM Wealth Advisors with over a decade of experience leading brand and campaign initiatives. A graduate of the University of Wisconsin-Whitewater, people who have worked with her often describe her as driven, solution-oriented, and professional, with a focus on mission-driven organizations.

Outside of her core role, Rachel is passionate about professional development and networking, frequently attending industry conferences like FinCon and the JoltConference to gain inspiration from new speakers and ideas. She values community and enjoys spending her downtime with her favorite people.

She created a special Valentines Day luncheon for single, widowed, and divorced clients to foster fellowship and community.

Personality Overview

Decisive But Friendly

Dynamic But Sincere

Friendly But Fast

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  They have the unique ability to win both love and respect from their team (or outsiders) If they are convinced, they can become very strong champions for your product

Topics They Care About

Client Community Building
Organized a special Valentine's Day luncheon for clients to connect and share in fellowship, highlighting her focus on fostering a strong community.
Financial Marketing
Attends FinCon, a conference for financial content creators, to stay inspired and current on trends relevant to her role at a wealth advisory firm.
Brand Storytelling
Her experience involves overseeing brand and creative initiatives, and she draws inspiration from experts on the power of being different in the market.

Media Appearances

Rachel has no verified media appearances

Work History

1-2026
Marketing Director at FORM Wealth Advisors
2-2023 - 12-2025
Marketing Manager at FORM Wealth Advisors
4-2021 - 1-2023
Marketing & Title Services | Office Manager at d'aprile properties
10-2018 - 4-2021
Marketing Project Manager & Business Analyst at Primex Family of Companies
10-2017 - 10-2018
Marketing Technology Manager at Primex Family of Companies

Education

Bachelor of Arts (BA) from University of Wisconsin-Whitewater

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater Milwaukee, United States Job Level : Mid-senior Designation : Marketing Director at FORM Wealth Advisors
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Insights For Selling To Rachel

During A Call Or A Meeting

DO's

  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Build a trustworthy relationship while keeping the product center-stage
  • Keep your pitch focused on the impact but nurture the relationship too

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rachel is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Rachel

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Rachel move?

  • They are generally fast movers and can take quick decisions
  • Can Rachel take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Rachel

Personality Compatibility


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