Sarah Pierce

Enthusiast
DISC Type : i

Financial Planner at Watershed Private Wealth

Greater Chicago Area, United States

Overview

Sarah has no verified overview

Personality Overview

Consensus Focused

Story Driven

Optimistic

Unlike D or C types, they are convinced more by stories and testimonials.  They are generally friendly, so be careful when relying on their word. They are more about building relationships than just cutting deals.

Topics They Care About

Sarah has no verified topics they care about

Media Appearances

Sarah has no verified media appearances

Work History

11-2023
Financial Planner at Watershed Private Wealth
10-2022 - 11-2023
Director of Operations at Braun & Associates
2-2022 - 10-2022
Sales Director at Northwestern Mutual
4-2020 - 2-2022
Financial Planning Business Consultant at Northwestern Mutual
4-2018 - 4-2020
Financial Planner at Creative Planning, Inc. at Creative Planning Inc.

Education

2003 - 2007
Bachelor of Science (B.S.) from Illinois State University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Greater Chicago Area, United States Job Level : N/A Designation : Financial Planner at Watershed Private Wealth
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Insights For Selling To Sarah

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Compliment them about their personality if you get a chance
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sarah is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Sarah

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Sarah move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Sarah take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Sarah

Personality Compatibility


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