Ari Taublieb, CFP®, MBA

Go-getter
DISC Type : d

Chief Growth Officer at Root Financial Partners

Los Angeles, California, United States

Overview

Ari has no verified overview

Personality Overview

Self-Confident

Direct & Candid

Vision Oriented

They can be nudged to make faster decisions by offering what they value.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Ari has no verified topics they care about

Media Appearances

Ari has no verified media appearances

Work History

1-2025
Chief Growth Officer at Root Financial Partners
10-2022 - 1-2025
Vice President at Root Financial Partners
10-2021 - 10-2022
Financial Advisor at Root Financial Partners
3-2021
Podcast Host at Early Retirement Podcast
6-2018 - 11-2020
Internal Advisor Services Representative at Nuveen

Education

2019 - 2022
MBA from California Lutheran University
2014 - 2018
Bachelor of Arts - BA from University of Puget Sound

More Information

Social Presence :

Prographics :

Exp : 8 Location : Los Angeles, California, United States Job Level : Leadership Designation : Chief Growth Officer at Root Financial Partners
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Insights For Selling To Ari

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Get to the point quickly instead of spending too much time on pleasantries
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid long winding pitches, stay objective
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ari is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Ari

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Ari move?

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

  • Once they have analyzed the pros and cons, they can take some risks.

You And Ari

Personality Compatibility


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