Andrew Lippert, CFA®, CFP®, EA

Inquirer
DISC Type : cd

Founder & Wealth Manager at Simplified Wealth

Greensboro, North Carolina, United States

Overview

Andrew has no verified overview

Personality Overview

Upfront

Demanding

Hard To Convince

They care equally about the product and its potential impact.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Andrew has no verified topics they care about

Media Appearances

Andrew has no verified media appearances

Work History

1-2022
Founder & Wealth Manager at Simplified Wealth
1-2022 - 7-2022
Tax Specialist at XY Planning Network
8-2019 - 1-2022
Investment Research, Director at Marsh McLennan Agency | Compass Financial Partners
11-2016 - 7-2019
Research Analyst at Fidelity Investments
3-2016 - 11-2017
Fixed Income Specialist at Fidelity Investments

Education

2017 - 2020
Master of Investment Management and Financial Analysis from Creighton University's Heider College of Business
2007 - 2011
Bachelor of Science - BS from Miami University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greensboro, North Carolina, United States Job Level : Leadership Designation : Founder & Wealth Manager at Simplified Wealth
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Make sure that you you respond to any queries from them quickly
  • Be crisp while making the pitch

DONT's

  • Avoid long winding pitches, stay objective
  • Refrain from asking too many questions
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Andrew

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • Their decision making speed is somewhere in the middle.
  • Can Andrew take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Andrew

Personality Compatibility


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