Sarah Flora, ChFC®, RICP®

Sharpshooter
DISC Type : DC

Founding Partner at Flora & DiPaula Wealth Partners, Inc.

Baltimore, Maryland, United States

Overview

Sarah has no verified overview

Personality Overview

Rigorous & Demanding

Fast But Analytical

Thorough Evaluator

They take a lot of pride in personal achievements.  More than the product, they care about the impact of the product. They are not always relationship oriented.

Topics They Care About

Sarah has no verified topics they care about

Media Appearances

Sarah has no verified media appearances

Work History

6-2017
Founding Partner at Flora & DiPaula Wealth Partners, Inc.
1-2014 - 3-2017
Financial Representative at Wealth Management Firm
8-2002 - 1-2014
Assistant Vice President at Wells Fargo Bank

Education

2015 - 2015
ChFC Chartered Financial Consultant from The American College of Financial Services
2014 - 2014
RICP Retirement Income Certified Planner from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 23 Location : Baltimore, Maryland, United States Job Level : N/A Designation : Founding Partner at Flora & DiPaula Wealth Partners, Inc.
URL has been copied!

Insights For Selling To Sarah

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Hold your ground without indulging in one-upmanship
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don't try too hard to forge relationships with them
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sarah is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Sarah

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Sarah move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Sarah take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Sarah

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.