Aaditya Pawar, ChFC®

Sharpshooter
DISC Type : CD

Financial Advisor at Northwestern Mutual

Morgantown, West Virginia, United States

Overview

Aaditya is a Forbes-ranked Financial Advisor and the Founder of Pawar Wealth Planning, affiliated with Northwestern Mutual. Specializing in financial planning for medical professionals and high-net-worth individuals nationwide, he graduated from West Virginia University with a degree in Banking.

Born and raised in Morgantown, West Virginia, Aadityas personal story is shaped by his familys immigration to the United States in the late 80s. He credits this experience with teaching him the value of hard work in achieving the American Dream, a principle he applies to helping his clients.

He founded his firm, Pawar Wealth Planning, specifically to serve physicians, dentists, and pharmacists across the country.

Personality Overview

Fast But Analytical

Precise But Practical

Rigorous & Demanding

They prefer to move quickly, and expect the same from others.  They put a lot of effort into ensuring personal success. They do not care very much about building rapport or relationships.

Topics They Care About

Financial Planning for Doctors
He founded his firm specifically to provide financial planning for medical professionals, a core focus of his practice.
Entrepreneurship
As the founder of Pawar Wealth Planning, he frequently posts about his team's record-breaking growth and achievements.
Long-Term Investing
He actively promotes the philosophy that "time in the market always beats timing the market" as a core investment principle.

Media Appearances

Aaditya has no verified media appearances

Work History

9-2020
Financial Advisor at Northwestern Mutual
3-2016 - 9-2020
Financial Representative at Northwestern Mutual
5-2013 - 3-2016
Clerical Assistant at WVU Hospitals — Ruby Memorial Hospital

Education

2013 - 2017
Banking from West Virginia University
Education details unavailable from Morgantown High School

More Information

Social Presence :

Prographics :

Exp : 12 Location : Morgantown, West Virginia, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Aaditya

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Be respectful but crisp
  • Hold your ground without indulging in one-upmanship

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Avoid being too verbose
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Aaditya is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Aaditya

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Aaditya move?

  • If convinced, they can reach decisions quite fast.
  • Can Aaditya take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Aaditya

Personality Compatibility


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