Ben Kalina, CFP®, CLU®, ChFC®, CASL®

Captain
DISC Type : SD

Wealth Mangement Advisor at Northwestern Mutual

Medford, Oregon, United States

Overview

Ben Kalina is the founder of Table Rock Wealth Management, Northwestern Mutuals Southern Oregon office. With the firm since 2001, the Southern Oregon University MBA graduate holds multiple designations, specializing in guiding clients through wealth building, retirement planning, and legacy preservation.

A Southern Oregon native, Ben is married to Jennifer and they have two children, Jacob and Ellie. He is active in his community by coaching youth sports. His personal interests include fly fishing and traveling with his family, reflecting a strong connection to both his local area and family life.

As a native of the area, he founded the local Northwestern Mutual office, demonstrating a deep commitment to his community.

Personality Overview

Planner & Achiever

Consummate Professional

Output-Driven

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Retirement Planning
A core specialty of his practice is guiding clients not just "to" but also "through" their retirement years, ensuring long-term financial security.
Legacy Preservation
His firm specializes in helping clients preserve their wealth and create a lasting financial legacy for their families and future generations.
Building a Team
He has publicly posted about hiring for his team, indicating a focus on growing his practice and mentoring new talent.

Media Appearances

Ben has no verified media appearances

Work History

2001
Wealth Mangement Advisor at Northwestern Mutual

Education

2002 - 2010
CLU from The American College of Financial Services
1993 - 1999
MBA from Southern Oregon University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Medford, Oregon, United States Job Level : N/A Designation : Wealth Mangement Advisor at Northwestern Mutual
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Insights For Selling To Ben

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ben 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 Ben

  • 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 Ben move?

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

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

You And Ben

Personality Compatibility


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