Sue Farr

Observer
DISC Type : ic

Principal at Farr Financial Planning

Southwell, England, United Kingdom

Overview

Sue Farr is the Principal of Farr Financial Planning, an Associate Partner Practice of St. Jamess Place, which she established in 2018. A graduate of Sheffield Hallam University, she is described by clients as knowledgeable and relatable. She is committed to continuous professional development, recently passing her Long Term Care exam.

Outside of work, Sue is actively involved in her community, participating in fundraising activities like wrapping presents for the Nottinghamshire Hospice. She enjoys local networking events and is open to new experiences, such as trying a sound bath. Sue recently went through the stressful but rewarding process of moving into a new home.

Interesting fact: To meet new people and explore new experiences, Sue recently stepped into her very first sound bath.

Personality Overview

Curious

Assertive

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Holistic Financial Planning
Her core focus is providing high-level service, helping clients make difficult decisions regarding pensions, life insurance, and long-term care.
Community Fundraising
Demonstrates a commitment to her community by volunteering her time to wrap presents and gather donations for local charities like the Nottinghamshire Hospice.
Local Networking
Frequently attends and promotes local networking events, valuing the opportunity to connect with new people and businesses in a fun atmosphere.

Media Appearances

Sue has no verified media appearances

Work History

5-2018
Principal at Farr Financial Planning
5-2018
Associate Partner at ST. JAMES'S PLACE WEALTH MANAGEMENT PLC
12-2013 - 5-2018
Schools and Communities Manager at Faith in Families Children's Charity

Education

1999 - 2002
Bachelor's degree from Sheffield Hallam University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Southwell, England, United Kingdom Job Level : Mid-senior Designation : Principal at Farr Financial Planning
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Insights For Selling To Sue

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Build rapport, it will come handy to handle hard questions later
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sue is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Sue

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Sue move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Sue take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Sue

Personality Compatibility


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