Tracy VanDyke

Examiner
DISC Type : cs

Private Wealth Advisor at NorthStar Wealth Navigation

Overland Park, Kansas, United States

Overview

Tracy VanDyke is a highly-credentialed Private Wealth Advisor with NorthStar Wealth Navigation, part of Northwestern Mutual. For over 30 years, she has specialized in holistic financial planning for individuals and business owners, earning numerous recognitions including from Forbes as a Top Women Wealth Advisor.

She is deeply committed to continuing the legacy of the practice passed down by her father. Outside of work, Tracy is actively involved in philanthropy, serving as a board member for the Medical Missions Foundation, which provides healthcare to underserved communities worldwide.

Unique fact: Tracy carries on her fathers legacy by running the practice he started, built on integrity and trust.

Personality Overview

Unexpressive

Late Adopter

Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Multigenerational Wealth
Her practice focuses on serving multiple generations of client families, ensuring long-term financial continuity and security.
Family Business Legacy
She proudly continues the financial advisory practice started by her father, John Shannon, carrying on his values of integrity and trust.
Global Healthcare Aid
Serves as a board member for the Medical Missions Foundation, demonstrating a personal commitment to providing medical care in underserved global communities.

Media Appearances

Tracy has no verified media appearances

Work History

6-1993
Private Wealth Advisor at NorthStar Wealth Navigation
Financial Representative at northwestern mutual

Education

1989 - 1993
Education details unavailable from Peru State College

More Information

Social Presence :

Prographics :

Exp : 32 Location : Overland Park, Kansas, United States Job Level : Junior Designation : Private Wealth Advisor at NorthStar Wealth Navigation
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Insights For Selling To Tracy

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tracy is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Tracy

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Tracy move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Tracy take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Tracy

Personality Compatibility


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