Andrew G. Gifford, CFP®, JD

Supporter
DISC Type : s

Founder & Partner at Gifford Financial

St Paul, Minnesota, United States

Overview

Andrew G. Gifford is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Gifford Financial. A former attorney with a J. D. , he specializes in providing financial guidance to medical and dental professionals, drawing from his experience as the former President of North Stars Medical Division to inform his strategies.

Outside of his professional life, Andrew is a passionate cyclist, a hobby that began while helping his brother recover from chemotherapy. He is also an Eagle Scout, a distinction he shares with his father and brothers, and lives by the motto "Be prepared" in both his personal and financial philosophies.

Unique fact: He and his brother developed a shared, lifelong passion for cycling as a way to help his brother regain strength after chemotherapy.

Personality Overview

Calm

Thoughtful In Approach

Social Proof Driven

They are unlikely to become strong champions as they don't prefer pushing other people.  They prefer to follow rules and procedures. Their motivation stems from the impact that their decisions can have on the organization.


Topics They Care About

Medical Professional Finances
Specializes in creating financial strategies for physicians and dentists, having previously served as President of North Star’s Medical Division.
Estate & Business Law
As a former attorney, he has a deep background in estate planning, real estate, and small business transactional law, which informs his financial advice.
Cycling
A dedicated cyclist, he developed a passion for the sport with his brother during his brother's recovery from a serious illness.

Media Appearances

Andrew has no verified media appearances

Work History

Founder & Partner at Gifford Financial
3-2008
Financial Advisor at North Star Resource Group
5-2006 - 2-2008
Managing Partner at Gifford Law, LLC
6-2005 - 11-2005
Law Clerk at Lambert & Associates
1-2005 - 4-2005
Law Clerk at Kaufer Law, LLC

Education

2003 - 2005
J.D. from Mitchell Hamline School of Law
2002 - 2003
M.S. from University of Wisconsin-Stout

More Information

Social Presence :

Prographics :

Exp : 20 Location : St Paul, Minnesota, United States Job Level : Leadership Designation : Founder & Partner at Gifford Financial
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Insights For Selling To Andrew G.

During A Call Or A Meeting

DO's

  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • Focus your pitch on the impact that you could help them have on their organization
  • Engage other key stakeholders on their side and leverage if they approve of your product

DONT's

  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t rush them to make quick decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew G. is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Andrew G.

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Andrew G. move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Andrew G. take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Andrew G.

Personality Compatibility


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