Rachel Wilder CFP®, RICP®, and ChFC®

Critic
DISC Type : C

Financial Advisor at Eagle Strategies, LLC

Alpharetta, Georgia, United States

Overview

Rachel has no verified overview

Personality Overview

Negotiator

ROI Driven

Critic

They prefer to analyze logically and value objective facts over emotions.  They like to take decisions independently and do not seek others' support often. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Rachel has no verified topics they care about

Media Appearances

Rachel has no verified media appearances

Work History

7-2006
Financial Advisor at Eagle Strategies, LLC
9-2005
Financial Advisor at Wilder Wealth Strategies LLC
9-2005
Agent at New York Life Insurance Company
9-2005
Financial Service Professional at NY Life Securities LLC
5-1999 - 8-2005
Registered Representative at First Investors Corporation

Education

1995 - 1999
Bachelor of Business Administration (BBA) from University of Georgia - Terry College of Business
2009 - 2014
Chartered Financial Consultant Designation from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 26 Location : Alpharetta, Georgia, United States Job Level : N/A Designation : Financial Advisor at Eagle Strategies, LLC
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Insights For Selling To Rachel

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rachel is

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

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

Insights For Deal Planning

    How fast (or slow) will Rachel move?

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

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

You And Rachel

Personality Compatibility


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