Anthony Migliozzi

Visionary
DISC Type : Ds

Managing Partner at Innovative Wealth Managers

Greater Hartford, United States

Overview

Anthony Migliozzi is the Managing Partner and founder of Innovative Wealth Managers, where he provides objective financial advice. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Bachelor of Arts in Foreign Affairs from Assumption University. His experience includes roles at Edward Jones, The Hartford, and Prudential Financial.

Outside of work, Anthony enjoys spending time with his wife and two children, often at a hockey rink or lacrosse field. His personal interests include golfing, boating, and traveling with his family. He also spent time studying abroad in Florence, Italy, and holds a minor in Italian.

Unique fact: Anthony founded his own firm with the goal of delivering truly objective, independent financial advice to clients.

Personality Overview

Early Adopter

Goal-Oriented

Big Vision Person

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Retirement Planning
As a CFP® professional, he frequently posts about topics like ensuring sufficient retirement income to combat inflation and other financial challenges for retirees.
Insurance Strategies
He shows a clear interest in educating clients on the nuances of different insurance products, including life insurance and specialized coverage like condo insurance.
Youth Sports
His biography notes that he spends a significant amount of his free time with his children at hockey rinks and lacrosse fields.

Media Appearances

Anthony has no verified media appearances

Work History

3-2021
Managing Partner at Innovative Wealth Managers
3-2014 - 3-2021
Financial Advisor at Edward Jones
4-2007 - 3-2014
External Wholesaler at The Hartford
9-2005 - 4-2007
Wholesaler at Prudential Financial
9-2004 - 9-2005
Qualified Plans Specialist at MFS Investment Management

Education

Education details unavailable from Assumption University
Education details unavailable from Istituto Lorenzo de'​ Medici

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greater Hartford, United States Job Level : N/A Designation : Managing Partner at Innovative Wealth Managers
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Insights For Selling To Anthony

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anthony is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Anthony

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Anthony move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Anthony take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Anthony

Personality Compatibility


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