Sara Vogelsanger

Examiner
DISC Type : cs

Transition Manager at United Planners Financial Services

Scottsdale, Arizona, United States

Overview

As Transition Manager at United Planners, Sara Vogelsanger is dedicated to advisor success, focusing on streamlining processes for successful onboarding. She champions a relationship-first approach, believing in loyalty and direct support for financial professionals. Sara is a graduate of Arizona State University and is described by peers as exceptionally helpful, calm, and patient.

Outside of her professional role, Sara enjoys connecting with innovators and maintains strong relationships with former colleagues. An article from 2016 indicates she has a past interest in writing about the electronic music scene, interviewing DJs and covering festivals.

Sara was recognized as the Employee of the Year in 2019.

Personality Overview

Late Adopter

Process Oriented

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They are thorough and always follow a systematic approach.

Topics They Care About

Advisor Relationships
Believes in prioritizing deep, loyal relationships with financial professionals, viewing them as the firm's only clients, free from outside shareholder interests.
Successful Onboarding
Her primary role is managing the daily operations of the transition team to ensure a successful onboarding experience for advisors joining the firm.
Process Streamlining
A key part of her responsibilities includes enhancing and streamlining company processes and the utilization of internal tools.

Media Appearances

Similar Values – Sara Vogelsanger (Transition Manager, United Planners Financial Services). Featured in United Planners (official website)

See Now

Work History

10-2023
Transition Manager at United Planners Financial Services
1-2022 - 10-2023
Transition Experience Consultant at United Planners Financial Services
11-2020 - 1-2022
Advisor Team Support Manager at United Planners Financial Services
5-2018 - 11-2020
Advisor Team Support Lead at United Planners Financial Services
5-2016 - 3-2018
Lead Journalist and Artist Relations at Relentless Beats

Education

2014 - 2018
Bachelor’s Degree from Arizona State University
2017 - 2017
Spanish from Instituto Benjamín Franklin de Yucatán

More Information

Social Presence :

Prographics :

Exp : 11 Location : Scottsdale, Arizona, United States Job Level : Middle Designation : Transition Manager at United Planners Financial Services
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Insights For Selling To Sara

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sara is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Sara

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Sara move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Sara take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Sara

Personality Compatibility


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