Alexander Fennell CFP®,ChFC®, CLU®, RICP®, LUTCF®

Examiner
DISC Type : cs

Financial Advisor at Prudential Advisors

Shelton, Connecticut, United States

Overview

Alexander Fennell is a Financial Advisor at Prudential, where he develops customized financial strategies for clients. A graduate of the University of Warwick, his career includes serving as a Captain in the British Army and co-owning a worldwide publishing and manufacturing company, Mongoose Publishing.

His background as an officer in the Royal Corps of Signals involved operational control for missions in Sierra Leone, Kosovo, and the Falkland Islands. He is also interested in organizations like Project Imo, which focuses on educational initiatives.

Alexander is a graduate of the Royal Military Academy, Sandhurst, one of the worlds premier military officer training academies.

Personality Overview

Unexpressive

Tough To Convince

Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Financial Education
States that he believes financial education is an essential part of life planning and is happy to share his knowledge with his community.
Retirement Strategies
Shares content on topics like Roth IRAs and creating sources of tax-free retirement income for high earners.
Insurance Products
His role involves specializing in helping clients meet their preservation needs through a variety of insurance products.

Media Appearances

Alexander has no verified media appearances

Work History

1-2009
Financial Advisor at Prudential Advisors
2001 - 2009
Company Director at Mongoose Publishing
1995 - 2001
Captain, Royal Corps of Signals at British Army

Education

1995 - 1996
Officer Training from Royal Military Academy, Sandhurst
1992 - 1995
BA Honours from University of Warwick

More Information

Social Presence :

Prographics :

Exp : 31 Location : Shelton, Connecticut, United States Job Level : N/A Designation : Financial Advisor at Prudential Advisors
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Insights For Selling To Alexander

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alexander is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Alexander

  • 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 Alexander move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Alexander take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Alexander

Personality Compatibility


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