Alex Ingrim, Chartered MCSI

Inquirer
DISC Type : dc

CEO, Co-Founder at Liberty Atlantic Advisors

Florence, Tuscany, Italy

Overview

Alex Ingrim is the CEO and Co-Founder of Liberty Atlantic Advisors, specializing in cross-border financial planning for Americans living in Europe. A Chartered Wealth Manager with a Masters from Grenoble Ecole de Management, he is described by clients as knowledgeable, organized, and helpful in navigating complex tax and investment situations for expats.

Originally from the US West Coast, Alex has lived abroad for over 15 years in countries like Italy, France, and the UK. Now based in Florence with his wife and two sons, he enjoys the European lifestyle, especially the opportunities for travel and new experiences which he often helps clients plan for.

Having moved internationally multiple times, both alone and with a young family, he has a deep personal understanding of the expat journey.

Personality Overview

Judgemental

Demanding

ROI Conscious

They can be nudged to make faster decisions by offering what they value.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople.

Topics They Care About

Expat Financial Planning
His entire career is dedicated to helping Americans navigate the financial complexities of living in Europe, focusing on tax, investments, and wealth management.
Life in Italy
He resides in Florence with his wife and children, often sharing insights on the quality of life and why his family chose to settle there.
US Taxation Abroad
A core part of his expertise is advising on the unique dual-taxation challenges that U. S. citizens face when they become residents of a European country.

Media Appearances

Alex has no verified media appearances

Work History

10-2023
CEO, Co-Founder at Liberty Atlantic Advisors
1-2022 - 11-2024
Senior Investment Analyst at Chase Buchanan
3-2022 - 12-2023
US Private Wealth Manager at Chase Buchanan
6-2021 - 3-2022
Financial Planner/Client Introducer at Framont & Partners Management Ltd.
6-2020 - 6-2021
Senior Investment Analyst at Blevins Franks

Education

2010 - 2012
Master's degree from Grenoble Ecole de Management
2009 - 2010
Bachelor of Arts - BA from Simon Fraser University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Florence, Tuscany, Italy Job Level : Leadership Designation : CEO, Co-Founder at Liberty Atlantic Advisors
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Get to the point quickly instead of spending too much time on pleasantries
  • Be crisp while making the pitch

DONT's

  • Avoid repeating yourself or making generalizations
  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Alex

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Alex take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Alex

Personality Compatibility


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