In 2010, Stacy Havener founded Havener Capital Partners, an independent third party marketing firm, to provide sales and marketing services to a select group of high quality managers. Well recognized for her expertise in the Registered Investment Advisor and wealth management channel, Stacy has significant experience in product development as well as raising assets through successful distribution strategies.

Previously, Stacy was a co-founder of third party marketing firm Candlewood Advisory Partners and worked with institutional marketing firm Arrow Partners. Her career in third party marketing began in 2000 when she joined Sincere & Co., LLC as the first employee. Prior to her 7 years at Sincere, she served as Marketing Manager for Grand Prix Funds (Wilton, CT). In her investment sales career, Stacy has raised over $5 billion dollars.

Active in the industry, Stacy is currently on the board of the Third Party Marketers Association (www.3pm.org) after serving as the association President for 6 years. She is also the former chairperson of the Financial Planning Association’s Corporate Resource Counsel.

Stacy holds her Series 6, 7, 24, 63, 66, and 79 licenses and is a registered representative of Compass Securities Corporation. She received her Bachelor of Arts in English Literature from Western Connecticut State University, graduating summa cum laude in 1998. Stacy was named to both the NCAA and the GTE/CoSida Academic All-American team for Division III Women’s Soccer and subsequently nominated for NCAA Woman of the Year in 1998.

Based in Newport, RI, Stacy balances her career with her love of travel, passion for cooking, and an addiction to crossword puzzles.

Tune in to hear:

What role does well-crafted storytelling play in making an effective sale?

Many sales organizations focus around measurable, quantative goals (e.g. how many calls did you make). What might they gain from focusing more on psychological variables, such as “behavioral IQ?”

How do Stacy’s conversations differ from someone further down the adoption bell curve and how does she go about personalizing her communications?

Which of the “Big 5” personality traits might early adopters share?

How is owning up to your quirks a powerful approach, and why are we so scared to do this in a sales context?