Adam Wojtkowski, CFP®, CPWA®, CIMA®

Critic
DISC Type : C

Owner at Copper Beech Wealth Management

Mansfield, Massachusetts, United States

Overview

Adam has no verified overview

Personality Overview

Information Seeker

ROI Driven

Negotiator

They prefer to analyze logically and value objective facts over emotions.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Adam has no verified topics they care about

Media Appearances

Adam has no verified media appearances

Work History

2-2022
Owner at Copper Beech Wealth Management
7-2019 - 2-2022
Financial Advisor at Smith Salley & Associates, LLC
2-2014 - 6-2019
Wealth Management Advisor at Beaumont Financial Partners, LLC
4-2013 - 2-2014
Financial Consultant at Citizens Investment Services
1-2006 - 12-2012
Account Executive at Fidelity Investments

Education

2021 - 2021
Wealth Management Theory & Practice from Yale School of Management
1999 - 2003
BA from Assumption University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Mansfield, Massachusetts, United States Job Level : N/A Designation : Owner at Copper Beech Wealth Management
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Insights For Selling To Adam

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Tell them what ROI they can expect
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Do not use very emotional or colorful language
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adam is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Adam

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Adam move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Adam take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Adam

Personality Compatibility


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