Romi Wallach

Initiator
DISC Type : Di

Business Development Representative at NOW CFO

Miami-Fort Lauderdale Area, United States

Overview

Romi Wallach is the Co-Founder of The Daily Drip, a media platform dedicated to empowering businesswomen in South Florida. Described as a "super-connector, " she specializes in business development and community engagement, leveraging authentic relationships to create growth opportunities. Romi holds a BA from Huron University and is a certified Health Coach.

Outside of work, Romi is deeply involved in community service, serving on boards for organizations like the Pipers Angels Foundation and Junior Achievements Circle of Wise Women. A mother to two young adults, she is also a three-time "Crossing Crusader, " participating in a challenging paddleboard event for cystic fibrosis awareness.

Inspired by her father, Romi learned the art of business development and matchmaking at the young age of 13.

Personality Overview

Risk-Accepting

Confident

Conviction Driven

They respond well to objective pitches but also attach some value to relationships.  They don’t mind taking a stand if they believe in something. They usually prefer to drive the conversation.

Topics They Care About

Community Building
Co-founded The Daily Drip to create a community for South Florida businesswomen, growing it to over 4, 000 members by fostering genuine connections and support.
Business Development
Her core professional focus, shaped by a belief that business development is about identifying opportunities to help, reciprocate, and serve others.
Women's Empowerment
Her platform, The Daily Drip, is specifically designed to amplify the voices of female business professionals and help them reach their highest potential.

Media Appearances

Romi Wallach & Nicole Mastrangelo: The Daily Drip Formula for .... Featured in Spotify

See Now

Work History

5-2022 - 1-2024
Business Development Representative at NOW CFO
1-2021 - 9-2022
Financial Services Representative at College Action Planning Solutions
6-2020
Co-Founder at The Daily Drip
11-2018 - 10-2025
Financial Services Representative at Coastal Wealth, a MassMutual Firm
11-2016 - 7-2021
Financial Representative at National Planning Corporation

Education

1994 - 1997
BA from Huron University
2015 - 2015
Health coach from IIN

More Information

Social Presence :

Prographics :

Exp : 16 Location : Miami-Fort Lauderdale Area, United States Job Level : Leadership Designation : Business Development Representative at NOW CFO
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Insights For Selling To Romi

During A Call Or A Meeting

DO's

  • Get them to a point where they are ready to bat for your product internally
  • Clearly address the competitive aspects
  • Focus on the big picture and the strategic value of your product

DONT's

  • Don't be unorganized, be prepared for the pitch
  • Don’t be very informal even if they are being so themselves
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Romi is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Romi

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Romi move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Romi take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Romi

Personality Compatibility


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