Andy Badertscher, CFP® CLU

Critic
DISC Type : C

Financial Advisor at Hummel Group

Wooster, Ohio, United States

Overview

Andy Badertscher is a Partner and Lead Financial Advisor at Hummel Group, holding CFP® and CLU® designations. A graduate of Baldwin Wallace University, he focuses on providing personalized financial planning and wealth management to help individuals and business owners achieve their financial goals.

Residing in Orrville, Ohio with his wife and two daughters, Andy is deeply involved in his community. He serves as a board member for the Orrville Area Boys and Girls Club and enjoys golfing and supporting Cleveland sports teams in his spare time.

He serves as the Marketing and Resource Development Chair for the Orrville Area Boys and Girls Club.

Personality Overview

Precise

Critic

Negotiator

They like to do things independently and don’t look for support from others.  It is very likely that they will negotiate pricing or other important terms. They choose to analyze logically and value facts to emotions.

Topics They Care About

Personalized Finance
His focus is helping clients understand and act on ideas that lead to their full financial potential, moving beyond generic rules of thumb.
Youth Development
He is a board member for the Orrville Area Boys and Girls Club, demonstrating a strong commitment to supporting his local community's youth.
Cleveland Sports
His public bio confirms he is an avid fan of Cleveland's professional sports teams, aligning with his university's location and Ohio roots.

Media Appearances

Hummel Group Financial Advisor Andy Badertscher discusses Retirement Planning – Stage 1: Preparing. Featured in Facebook (Hummel Group)

See Now

Work History

1-2003
Financial Advisor at Hummel Group
6-1999 - 1-2003
Financial Advisor at Lincoln Financial Advisors

Education

1995 - 1999
BA from Baldwin Wallace University
1999 - 1999
CLU from The American College

More Information

Social Presence :

Prographics :

Exp : 26 Location : Wooster, Ohio, United States Job Level : N/A Designation : Financial Advisor at Hummel Group
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Insights For Selling To Andy

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Tell them what ROI they can expect
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andy is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Andy

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Andy move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Andy take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Andy

Personality Compatibility


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