Sabrina Allard, CFA

Questioner
DISC Type : c

Director at Waypoint Private Wealth Management

United States

Overview

Sabrina is a Director and Financial Advisor at Waypoint Private Wealth Management, bringing over a decade of experience to her role. A Chartered Financial Analyst (CFA) charterholder, she specializes in building customized wealth plans for high-net-worth families and entrepreneurs. She graduated cum laude from Trinity University with a degree in Business Administration.

Outside of work, Sabrina enjoys a variety of activities, including playing tennis and golf, skiing, cooking, and reading. She also values spending quality time with her husband and their young children.

She has previous experience as an analyst in investment management, private equity, and venture capital.

Personality Overview

Cautious & Analytical

Not Easily Convinced

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

High-Net-Worth Investing
Her career is focused on advising high-net-worth individuals and family offices on preserving and growing wealth.
Customized Wealth Plans
Specializes in developing complex, customized portfolios and wealth strategies tailored to individual client goals.
Venture Capital
Previously served as an analyst for firms focused on venture capital and private equity, indicating a background in early-stage investing.

Media Appearances

Sabrina has no verified media appearances

Work History

3-2023
Director at Waypoint Private Wealth Management
12-2021 - 3-2023
Financial Advisor at Merrill Lynch Wealth Management

Education

2008 - 2011
Bachelor's Degree from Trinity University

More Information

Social Presence :

Prographics :

Exp : 4 Location : United States Job Level : Mid-senior Designation : Director at Waypoint Private Wealth Management
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Insights For Selling To Sabrina

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sabrina is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Sabrina

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Sabrina move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Sabrina take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Sabrina

Personality Compatibility


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