Bob Ciullo, CPWA

Inquirer
DISC Type : dc

Director, Advisor Coaching and Strategy at Mariner

Oak Island, North Carolina, United States

Overview

A wealth management executive with over 30 years of experience, Bob Ciullo is the Director of Advisor Coaching and Strategy at Mariner. He specializes in driving organic and inorganic growth for RIA firms, leveraging his expertise in M&A and succession planning. He holds an MBA, CPWA®, and an Associate Certified Coach (ACC) certification.

Bob is deeply invested in his community of Oak Island, NC, where he serves as a Town Council Member. He is passionate about preserving the towns small, family-friendly atmosphere, supporting local businesses, and protecting local waterways. He and his wife, Carol, are actively involved in community events and local charities.

Beyond his extensive financial career, Bob is an elected Town Council Member for Oak Island, NC, actively shaping his local communitys future.

Personality Overview

Judgemental

Demanding

Hard To Convince

They can be nudged to make faster decisions by offering what they value.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

RIA Growth Strategies
His career is dedicated to helping Registered Investment Advisor (RIA) firms expand through M&A, strategic planning, and operational efficiencies.
Advisor Succession
He frequently addresses succession as a critical risk management issue for established advisors, helping firms execute successful internal or external plans.
Advisor Coaching
As an Associate Certified Coach (ACC), he has a stated passion for mentoring advisors and teams to drive performance and deliver superior results.

Media Appearances

Bob has no verified media appearances

Work History

3-2024
Director, Advisor Coaching and Strategy at Mariner
5-2023 - 3-2024
Founder and Managing Member at Strategic Growth Solutions, LLC
3-2022 - 12-2022
Vice President Of Business Development, Wealth Services at Alera Group, Inc.
4-2021 - 3-2022
Managing Director at DeVoe & Company
3-2019 - 8-2021
Senior Director at Sullivan Bruyette Speros & Blayney (acquired by Creative Planning)

Education

Masters of Business Administration (MBA) - Hugh McColl School of Business from Queens University of Charlotte
Bachelor of Arts (BA) from Rutgers University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Oak Island, North Carolina, United States Job Level : Mid-senior Designation : Director, Advisor Coaching and Strategy at Mariner
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Insights For Selling To Bob

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
  • Stress on the business value that your product offers

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Don’t expect them to change their mind quickly if they say no once
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bob is

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

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

Insights For Deal Planning

    How fast (or slow) will Bob move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Bob take some risk or not?

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

You And Bob

Personality Compatibility


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