Alan Silverman CLU, ChFC, CFP®

Examiner
DISC Type : cs

Financial Advisor at Clipper City Financial, LLC

United States

Overview

Alan is a Financial Advisor at Clipper City Financial, LLC, with a strong background in tax management from his time at firms like Arthur Andersen & Co. He leverages his MSA from Northeastern University to provide a comprehensive approach to financial planning, focusing on building stable financial futures for his clients.

His career began in tax management at the major firm Arthur Andersen, giving him a unique foundation for holistic financial advising.

Personality Overview

Process Oriented

Late Adopter

Tough To Convince

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Market Volatility
His regular market updates analyze how software selloffs, Fed messaging, and geopolitical events create market swings, while emphasizing solid underlying fundamentals.
Financial Fundamentals
Consistently advises focusing on solid economic data, corporate earnings, and resilient consumer activity over short-term political and policy noise.
Retirement Strategies
Focuses on helping clients navigate major life milestones, with a specific emphasis on preparing for retirement and business sales.

Media Appearances

Alan has no verified media appearances

Work History

1-1989
Financial Advisor at Clipper City Financial, LLC
1-1987 - 12-1988
Tax Manager/Financial Advisor at Kazmaier Associates
9-1981 - 12-1986
Tax Manager at Arthur Andersen & Co.

Education

1980 - 1981
MSA from Graduate School of Professional Accounting at Northeastern
1977 - 1980
BA from University of New Hampshire

More Information

Social Presence :

Prographics :

Exp : 44 Location : United States Job Level : N/A Designation : Financial Advisor at Clipper City Financial, LLC
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Insights For Selling To Alan

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alan is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Alan

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Alan move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Alan take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Alan

Personality Compatibility


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