Alicia McMachan

Examiner
DISC Type : cs

Financial Advisor at Northwestern Mutual

Greater St. Louis, United States

Overview

Alicia McMachan is the Founder of Congruent Advisors and a Financial Advisor with 25 years of experience in partnership with Northwestern Mutual. She specializes in comprehensive financial planning for individuals and businesses and has been recognized by Forbes as a Top Financial Security Professional.

A former college athlete in volleyball and softball, Alicia is deeply committed to empowering others, especially women, to reach their limitless potential. She and her husband, Mark, have two daughters who inspire her passion for uplifting other women. Alicia is also a supporter of community organizations.

She started her business at just 22 years old in a new city with few prospects, driven by an immeasurable faith in herself.

Personality Overview

Process Oriented

Tough To Convince

Unexpressive

Being observant comes to them naturally.  They tend to be clear about their needs and limitations and are unlikely to promise too much. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Financial Security
Her mission is to inspire planning and influence investor behavior to create peace of mind and help clients achieve their definition of financial security.
Empowering Women
Inspired by her two daughters, she is passionate about uplifting and empowering women, celebrating them as they take control of their financial futures.
Retirement Planning
Offers comprehensive services covering retirement planning, insurance, and investment strategies to help clients achieve long-term financial success and security.

Media Appearances

Alicia has no verified media appearances

Work History

5-2000
Financial Advisor at Northwestern Mutual

Education

1997 - 1999
Education details unavailable from University of Illinois Springfield
1995 - 1997
Education details unavailable from Highland Community College

More Information

Social Presence :

Prographics :

Exp : 25 Location : Greater St. Louis, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Alicia

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
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alicia 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 Alicia

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Alicia move?

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

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

You And Alicia

Personality Compatibility


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