Ben Thompson, FIC, BFA™

Captain
DISC Type : DS

Financial Advisor at Thrivent

Greater Minneapolis-St. Paul Area, United States

Overview

Ben Thompson is a Financial Advisor at Thrivent in Golden Valley, MN, where he offers personalized financial guidance. A 2021 graduate of the University of St. Thomas, he holds a B. A. in Financial Management and has earned the Behavioral Financial Advisor (BFA)™ and Fraternal Insurance Counselor (FIC) designations.

Outside of his advisory role, Ben applies his skills in leadership and public speaking to connect with his community. His professional communications often include messages of gratitude and encouragement, particularly around holidays, reflecting a focus on positive engagement and shared values.

He works for Thrivent, a Fortune 500 organization that operates as a not-for-profit, viewing money as a tool for a meaningful life.

Personality Overview

Consummate Professional

Planner & Achiever

Dynamic But Sincere

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
Frequently posts educational content about creating long-term retirement plans, maximizing savings, and managing retirement income for clients at all life stages.
Behavioral Finance
Holds the Behavioral Financial Advisor (BFA)™ designation, indicating a focus on understanding the psychological aspects of financial decision-making to better guide clients.
Values-Based Investing
Works for a not-for-profit organization and emphasizes helping clients create financial strategies that align with their personal values and aspirations.

Media Appearances

Ben has no verified media appearances

Work History

Financial Advisor at Thrivent

Education

Education details unavailable from University of St. Thomas - Opus College of Business
B.A. Financial Management from University of St. Thomas

More Information

Social Presence :

Prographics :

Exp : N/A Location : Greater Minneapolis-St. Paul Area, United States Job Level : N/A Designation : Financial Advisor at Thrivent
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Insights For Selling To Ben

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • 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 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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