Sydney Millay, CFP®

Inspirer
DISC Type : id

Financial Advisor at Family Wealth Group LLC

Cincinnati Metropolitan Area, United States

Overview

Sydney has no verified overview

Personality Overview

Decisive

Achievment Oriented

Generous

They respond well to objective pitches but also attach some value to relationships.  They measure a product on its merit but can be influenced by strong testimonials. They usually prefer to drive the conversation.

Topics They Care About

Sydney has no verified topics they care about

Media Appearances

Sydney has no verified media appearances

Work History

7-2024
Financial Advisor at Family Wealth Group LLC
5-2022 - 7-2024
Associate Advisor at Family Wealth Group LLC
10-2021 - 2-2022
Sales Associate at Orangetheory Fitness
5-2021 - 8-2021
Financial Advisor at Northwestern Mutual
11-2020 - 9-2022
Director of Financial Operations at Delta Delta Delta Sorority

Education

2018 - 5-2022
Bachelor's degree from University of Kentucky
2014 - 2018
Education details unavailable from St. Henry District High School

More Information

Social Presence :

Prographics :

Exp : 7 Location : Cincinnati Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor at Family Wealth Group LLC
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Insights For Selling To Sydney

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Acknowledge their status and position during the conversation
  • Focus on the big picture and the strategic value of your product

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sydney is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Sydney

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Sydney move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Sydney take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Sydney

Personality Compatibility


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