Alex Wieme CFP®

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DISC Type : dc

Co-Founder and Partner at Stone Arch Advisory Group

St Cloud, Minnesota, United States

Overview

Alex Wieme is a Co-Founder and Partner at Stone Arch Advisory Group, a part of Northwestern Mutuals Private Client Group. With over 15 years of experience, he focuses on integrated wealth planning for multigenerational families and business owners. He holds CFP® and TPCP® designations and is a graduate of Saint Johns University.

Originally from the small town of Sartell, Minnesota, Alex was a member of the golf team while attending Saint Johns University. In 2008, he earned medalist honors at the Saint Johns Fall Invitational with a three-under-par 69.

Alex has been recognized multiple times by Forbes, including as a Best-In-State Next-Gen Advisor and a Top Financial Security Professional.

Personality Overview

Hard To Convince

ROI Conscious

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They respond well to confident salespeople. They care equally about the product and its potential impact.

Topics They Care About

Wealth Management
He focuses on creating personalized, integrated wealth planning and asset management strategies for his clients, with a focus on multigenerational families.
Business Owner Finance
He frequently hosts webinars on topics relevant to business owners, such as navigating significant tax changes and other financial strategies.
College Athletics
Was a member of the golf team at Saint John's University and won medalist honors at a 2008 invitational tournament.

Media Appearances

Alex M Wieme, Co-Founder and Partner - Stone Arch Advisory Group. Featured in Northwestern Mutual

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Stone Arch Advisory Group's Co-Founder and Partner Alex Wieme, CFP delivered an interview. Featured in Facebook

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Stone Arch Advisory Group's Co-Founder and Partner, Alex Wieme featured in post. Featured in Instagram

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Work History

3-2022
Co-Founder and Partner at Stone Arch Advisory Group
9-2008
Financial Representative at Northwestern Mutual
2005 - 2008
Accounting Intern at Dezurik

Education

2005 - 2009
Bachelor from Saint John's University
2005 - 2009
Bachelor's degree from Saint John's University

More Information

Social Presence :

Prographics :

Exp : 21 Location : St Cloud, Minnesota, United States Job Level : Leadership Designation : Co-Founder and Partner at Stone Arch Advisory Group
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Refer to testimonials from others in similar positions

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Alex

  • They might hesitate a little, but they will say no if they are not convinced.

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?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Alex

Personality Compatibility


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