Tracie Reithmann

Energizer
DISC Type : I

Operations Specialist at Turning Pointe Wealth Mangement

Tempe, Arizona, United States

Overview

Tracie Reithmann is an Operations Specialist with a background in client fulfillment within the wealth management industry. She is highly qualified, holding FINRA Series 7, 63, and 65 licenses, as well as Life and Health Insurance exams. Her expertise includes account establishment, documentation, and process efficiency.

Outside of her professional life, Tracie is deeply supportive of her family and community. In 2023, she organized a successful fundraiser for her brother-in-law, a first responder, after he was seriously injured, demonstrating a strong commitment to those she cares about.

Unique fact: She has a stated personal goal to continuously learn and grow within the financial industry.

Personality Overview

Full Of Energy

Believer

Imaginative

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are really good at seeing what the long-term impacts of their decisions could be. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Financial Licensing
She holds an impressive array of licenses, including FINRA Series 7, 63, and 65, in addition to Life and Health Insurance exams.
Operational Efficiency
She is proficient in streamlining processes for account establishment and documentation to improve the client and advisor experience.
Family Support
Demonstrated her commitment to family by organizing a fundraiser for her brother-in-law following a major accident.

Media Appearances

Tracie has no verified media appearances

Work History

1-2025 - 4-2025
Operations Specialist at Turning Pointe Wealth Mangement
1-2020 - 1-2025
Client Fulfillment at Spence Cassidy & Associates, LLC
4-2014 - 1-2020
Associate Advisor at CUE Financial Group
10-2011 - 1-2014
Accounts Manager at American National Medical Management (ANMM)
10-2009 - 10-2011
Family Services Coordinator at Science Care

Education

Tracie has no verified education history

More Information

Social Presence :

Prographics :

Exp : 28 Location : Tempe, Arizona, United States Job Level : N/A Designation : Operations Specialist at Turning Pointe Wealth Mangement
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Insights For Selling To Tracie

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Don’t assume a yes just because they have not said no
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tracie is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Tracie

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Tracie move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Tracie take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Tracie

Personality Compatibility


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