Aaron Conrad

Captain
DISC Type : DS

Wealth Management Advisor at Summit Wealth Planning with Northwestern Mutual

Lake Charles, Louisiana, United States

Overview

Aaron Conrad is the founder and lead advisor of Summit Wealth Planning, affiliated with Northwestern Mutual. Specializing in simplifying finances for retirees and business owners across Southwest Louisiana and Southeast Texas, he holds Series 6 and 63 certifications and is a University of Louisiana at Lafayette alumnus.

A lifelong resident of Lake Charles, Aaron is married to his high school sweetheart, Lauren, and they have three children. He is a parishioner at Our Lady Queen of Heaven Catholic Church and enjoys spending his free time playing golf and being with his family.

He founded his own firm, Summit Wealth Planning, to better serve his local community.

Personality Overview

Decisive But Calm

Long-Term Thinker

Output-Driven

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Simplified Financial Planning
His professional headline is "Simplifying Financial Planning" and his mission is to assist and educate clients through the financial process.
Retirement & Business Planning
His firm, Summit Wealth Planning, focuses on serving retirees and business owners in his local region.
Family & Community
He is a lifelong Lake Charles resident, married with three children, and is a parishioner at a local Catholic church.

Media Appearances

Aaron Conrad, Wealth Management Advisor - Lake Charles, LA 70601. Featured in Northwestern Mutual

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Summit Wealth Planning – Northwestern Mutual post (Facebook). Featured in Facebook

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Aaron Conrad - Summit Wealth Planning | Northwestern Mutual. Featured in Forbes

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Work History

6-2023
Wealth Management Advisor at Summit Wealth Planning with Northwestern Mutual
5-2016
Financial Advisor at Northwestern Mutual
8-2015 - 7-2016
Intern at Northwestern Mutual
6-2014 - 8-2014
Pool Attendant/Lifeguard at L'Auberge Casino
9-2013 - 5-2015
Cart Staff at Oakbourne Country Club

Education

2012 - 2016
Bachelor’s Degree from University of Louisiana at Lafayette
2008 - 2012
Education details unavailable from St. Louis Catholic High School

More Information

Social Presence :

Prographics :

Exp : 11 Location : Lake Charles, Louisiana, United States Job Level : N/A Designation : Wealth Management Advisor at Summit Wealth Planning with Northwestern Mutual
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Insights For Selling To Aaron

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Let them know of potential risks but suggest mitigation methods alongside
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Aaron is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Aaron

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Aaron move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Aaron take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Aaron

Personality Compatibility


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