Alan Chandler, LUTCF®, CKA® in

Alan Chandler, LUTCF®, CKA®

Observer · DISC type ic
President at Sound Mind Financial, LLC
📍 Sherrill, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
38 Years
Current Role
President
Location
Sherrill, New York, United States
Personality Overview

How Alan shows up

Curious
Assertive
Example Seeker

They ask a lot of questions and rely heavily on information and collaterals. They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Priorities

Topics Alan cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2020
President
Sound Mind Financial, LLC
1-1992 - 12-2019
Financial Advisor
Chandler and Edem Financial
2-1988 - 12-1991
Financial Advisor
Provident Mutual
1-1987 - 12-1987
Agent
MetLife
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1983 - 1985
Bachelor of Science (B.S.)
University at Albany, SUNY
1981 - 1983
Mathematics
State University of New York College at Potsdam
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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