Stefanie Sovak

Inquirer
DISC Type : dc

Author/Speaker at Mostly Boomers LLC

Cornwall on Hudson, New York, United States

Overview

Stefanie A. Sovak is an Elder Law and Estate Planning Attorney in New Yorks Hudson Valley. A graduate of Georgetown University and NYU, her practice focuses on trusts, wills, and estate administration. She frequently provides counsel to clients on protecting their assets from probate and nursing home costs.

As an author and speaker, she founded Mostly Boomers LLC to address long-term care and retirement challenges with a sense of humor and an impatience with obfuscation.

Personality Overview

Upfront

Judgemental

Hard To Convince

They care equally about the product and its potential impact.  They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Elder Law
Her primary area of legal practice, where she counsels clients on protecting assets from nursing home costs and navigating probate.
Long-Term Care
A frequent speaker and author on planning for long-term care, specifically addressing challenges facing the baby boomer population.
Estate Planning
Focuses her legal practice on creating trusts, wills, and handling estate administration to help clients protect their hard-earned money.

Media Appearances

Stefanie has no verified media appearances

Work History

6-2012
Author/Speaker at Mostly Boomers LLC
2010
Attorney at Law Offices of Stefanie A. Sovak

Education

Certificate from New York University
BSBA from Georgetown University McDonough School of Business

More Information

Social Presence :

Prographics :

Exp : 16 Location : Cornwall on Hudson, New York, United States Job Level : N/A Designation : Author/Speaker at Mostly Boomers LLC
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Insights For Selling To Stefanie

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Refer to testimonials from others in similar positions

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid long winding pitches, stay objective
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stefanie is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Stefanie

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Stefanie move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Stefanie take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Stefanie

Personality Compatibility


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