Stephanie Manchon, CLU®

Questioner
DISC Type : c

CSP at Edelman Financial Engines

Quincy, Massachusetts, United States

Overview

Stephanie Manchon is a Client Service Professional at Edelman Financial Engines in Quincy, MA. Her mission is to provide clients with clarity and support their financial vision, focusing on retirement planning, business transitions, and wealth transfer. Her career includes roles at PRW Wealth Management and TIAA.

Outside of her professional life, Stephanie shows great enthusiasm for her team and their shared successes. She appears to have a keen interest in baseball, celebrating unique events within the sports culture. She values being part of an amazing team and looks forward to its future chapters.

Stephanie celebrated Bobby Bonilla Day, a niche and well-known financial event in the baseball world.

Personality Overview

Price-Sensitive

Value Seeker

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Holistic Wealth Management
Her mission is to provide comprehensive advice for retirement, business transitions, and efficient wealth transfer to future generations.
Simplifying Finances
A core part of her stated mission is to reduce complexity in her clients' lives and provide clarity for their present financial situation.
Client Relationships
Her career history includes roles like Senior Support Advisor and Client Relationship Consultant, indicating a strong focus on client interaction and support.

Media Appearances

Stephanie has no verified media appearances

Work History

11-2023
CSP at Edelman Financial Engines
7-2018 - 11-2023
Senior Support Advisor at PRW Wealth Management, LLC
6-2015 - 6-2018
Client Relationship Consultant at TIAA
4-2009 - 4-2015
Associate Wealth Management Advisor at Northwestern Mutual
1-2005 - 11-2008
Executive Assistant at LPL Finanical

Education

Stephanie has no verified education history

More Information

Social Presence :

Prographics :

Exp : 20 Location : Quincy, Massachusetts, United States Job Level : N/A Designation : CSP at Edelman Financial Engines
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Insights For Selling To Stephanie

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stephanie 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 Stephanie

  • 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 Stephanie move?

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

  • Can Stephanie take some risk or not?

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


You And Stephanie

Personality Compatibility


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