Alex Sachariah, CFP®

Critic
DISC Type : C

Financial Advisor at Northwestern Mutual

Red Bank, New Jersey, United States

Overview

Alex Sachariah is a Certified Financial Planner (CFP®) and Financial Advisor with Northwestern Mutual, holding a degree in Economics from Rutgers University. He specializes in personalized financial solutions, including retirement planning and investment management, focusing on helping clients achieve their financial dreams.

Beyond his direct advisory role, Alex demonstrates a keen interest in staying ahead of market trends and business news, following publications like the Harvard Business Review and CNN Business. This dedication ensures he provides informed, up-to-date guidance to his clients.

He has been recognized by Forbes as one of Americas Top Financial Security Professionals for two consecutive years (2023 and 2024).

Personality Overview

Critic

ROI Driven

Precise

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They choose to analyze logically and value facts to emotions.

Topics They Care About

Financial Planning
As a CFP®, he is dedicated to creating personalized financial solutions for individuals and families, covering everything from investments to insurance.
Retirement Strategy
He frequently posts about the nuances of different retirement accounts and emphasizes the importance of long-term planning for a secure future.
Investment Management
He educates clients on balancing risk and return, particularly in fixed-income investments, and advocates for a diversified, long-term approach.

Media Appearances

Alex has no verified media appearances

Work History

5-2012
Financial Advisor at Northwestern Mutual

Education

2010 - 2014
Economics from Rutgers University
Education details unavailable from Watchung Hills

More Information

Social Presence :

Prographics :

Exp : 13 Location : Red Bank, New Jersey, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Alex

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Alex take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Alex

Personality Compatibility


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