Beth Andrews, CPA, CFP®, ChFC®

Captain
DISC Type : DS

Founder & Senior Financial Advisor at Networth Advisors

Canonsburg, Pennsylvania, United States

Overview

Beth is the Founder and Senior Financial Advisor at Networth Advisors, leveraging over 20 years of experience to guide clients through retirement. A graduate of Indiana University Bloomington with a degree in Accounting, she specializes in creating customized financial strategies to help people accumulate, protect, and enjoy their wealth.

Beth is passionate about global service and is an active member of Rotary International. She supports the organizations work in providing clean water, sanitation, education, and promoting world peace in undeveloped countries, reflecting a deep commitment to community and humanitarian efforts.

She founded her firm with the specific mission to help people in or near retirement live comfortably for the rest of their lives.

Personality Overview

Output-Driven

Planner & Achiever

Decisive But Calm

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. 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
Her firm specializes in helping those preparing for or in retirement. She regularly posts about Medicare, income strategies, and ensuring financial security in later life.
Strategic Tax Planning
Drawing on her accounting background, she emphasizes the importance of year-end tax strategies and smart financial moves to optimize her clients' wealth.
Financial Education
She states that she loves her work because she helps people understand their unique financial situation and make smart decisions about their money.

Media Appearances

Beth has no verified media appearances

Work History

Founder & Senior Financial Advisor at Networth Advisors
7-2010
member at Rotary International

Education

Bachelor's degree in Accounting from Indiana University Bloomington

More Information

Social Presence :

Prographics :

Exp : 15 Location : Canonsburg, Pennsylvania, United States Job Level : Leadership Designation : Founder & Senior Financial Advisor at Networth Advisors
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Insights For Selling To Beth

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Focus on the results that your product produces, expect some strategic questions in return
  • Stick to your standard pitch and qualifying script, don't try to wing it

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 focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Beth 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 Beth

  • 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 Beth move?

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

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

You And Beth

Personality Compatibility


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