Tracy Goff

Enthusiast
DISC Type : i

Client Relationship Manager at Private Label Wealth Management

Tallahassee, Florida, United States

Overview

Tracy is a client-focused representative with over 15 years of sales and relationship management experience. Her background includes providing due diligence research on alternative investments to a range of clients, from large pension plans to smaller advisory firms. She holds a Bachelor of Arts from Florida State University.

An educator at heart, Tracy has a passion for teaching and communication. She previously worked as an ESL instructor for students from all over the world, designing custom curricula and building rapport with people from a wide range of cultural backgrounds.

Before her career in finance, she taught English to both children and adults from around the globe.

Personality Overview

Optimistic

Amiable & Agreeable

Story Driven

They are generally friendly, so be careful when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Client Relationships
Her entire career is focused on providing excellent customer service, managing client relations, and ensuring customer success through strong communication skills.
Alternative Investments
Previously worked at Albourne, where she helped clients from large pension plans to small advisory firms conduct due diligence on alternative investments.
Language Education
Passionate about education, she has worked as an ESL instructor and tutor, developing curricula and teaching English to students from diverse backgrounds.

Media Appearances

Tracy has no verified media appearances

Work History

12-2024
Client Relationship Manager at Private Label Wealth Management
12-2021 - 5-2024
Client Account Manager at Albourne
3-2016 - 4-2020
ESL Instructor at Kaplan International English
11-2015 - 3-2016
ESL Tutor at WyzAnt
5-2015 - 11-2015
Executive Coordinator at Robert Half International, San Francisco / Dignity Health Corporate

Education

1990 - 1993
Bachelor of Arts (B.A.) from Florida State University
1984 - 1988
Education details unavailable from Godby High

More Information

Social Presence :

Prographics :

Exp : 21 Location : Tallahassee, Florida, United States Job Level : Middle Designation : Client Relationship Manager at Private Label Wealth Management
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Insights For Selling To Tracy

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Ask them how their day is going or exchange some other pleasantries
  • Maintain high, positive energy and convey confidence

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tracy is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Tracy

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Tracy move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Tracy take some risk or not?

  • They can take some low-probability risks if needed.

You And Tracy

Personality Compatibility


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