Adam Tiberi CLU, WMCP, ChFC

Captain
DISC Type : DS

Senior Partner at Empennage Wealth Management

Fairview Heights, Illinois, United States

Overview

Adam Tiberi is an award-winning Wealth Management Advisor with Northwestern Mutual, recognized by Forbes as a Best-in-State Financial Security Professional. A former construction project manager, he now specializes in creating financial plans for clients in the aviation, defense, and military sectors, holding RICP® and ChFC® certifications.

Driven by a passion for helping people, a value that once drew him to teaching, Adam focuses on making a significant impact on his clients lives. His strong connection to the aviation and military communities is evident through his specialized practice and the deep relationships he builds with his clients.

His firm is named Empennage Wealth Management; "empennage" is the technical term for an aircrafts tail assembly, reflecting his focus on the aviation industry.

Personality Overview

Decisive But Calm

Dynamic But Sincere

Long-Term Thinker

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Aviation Finance
His practice, Empennage Wealth Management, explicitly caters to the unique financial planning needs of airline pilots, with many clients being commercial airline captains.
Military Community
He specializes in wealth management for the defense and military communities, with many clients being retired US Air Force personnel.
Retirement Planning
As a Retirement Income Certified Professional® (RICP®), he focuses on creating tailored retirement strategies that provide clients with security and confidence.

Media Appearances

Adam Tiberi - Empennage Wealth Management. Featured in Forbes

See Now

Work History

5-2023
Senior Partner at Empennage Wealth Management
11-2010
Wealth Management Advisor / Field Director at Northwestern Mutual
7-2006 - 11-2010
Project Manager at NGG Ltd., Inc.

Education

1999 - 2003
Secondary Education from Hyles-Anderson College

More Information

Social Presence :

Prographics :

Exp : 19 Location : Fairview Heights, Illinois, United States Job Level : Mid-senior Designation : Senior Partner at Empennage Wealth Management
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Insights For Selling To Adam

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Focus on the results that your product produces, expect some strategic questions in return
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adam 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 Adam

  • 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 Adam move?

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

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

You And Adam

Personality Compatibility


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