Bridger Jefferies

Collaborator
DISC Type : is

Financial Advisor at Northwestern Mutual

Salt Lake City Metropolitan Area, United States

Overview

Bridger Jefferies is a Financial Advisor at Northwestern Mutual, focused on helping businesses and families implement effective financial strategies. A graduate of Weber State University with Series 7 and 66 certifications, he is skilled in wealth management, retirement planning, and investments, aiming to elevate his clients financial plans.

Outside of his professional role, Bridger is an avid outdoorsman. He enjoys spending his free time on the golf course or fishing. He also prioritizes spending quality time with his family.

He operates on the principle of being in his clients corner every step of the way.

Personality Overview

Fair-minded

Appreciative

Example Driven

They are more likely to opt for solutions that are proven in the market.  Scenarios where both sides can come out as winners appeal to them greatly. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Holistic Financial Planning
Specializes in building comprehensive financial plans for both businesses and families, covering short-term and long-term goals.
Wealth Management
His background includes providing wealth management services, focusing on investments, securities, and retirement income strategies.
Retirement Savings
Possesses expertise in 401(k) plans and other retirement savings vehicles to help clients prepare for their future.

Media Appearances

Bridger Jefferies, Financial Advisor - Farmington, UT 84025. Featured in Northwestern Mutual

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Bridger Jefferies – Financial Advisor Profile – Northwestern Mutual. Featured in Northwestern Mutual

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Work History

10-2022
Financial Advisor at Northwestern Mutual
8-2020 - 10-2022
Jr. Financial Advisor at Wells Fargo Advisors

Education

Bachelor of Science - BS from Weber State University
Bachelor of Science - BS from John B. Goddard School of Business & Economics

More Information

Social Presence :

Prographics :

Exp : 5 Location : Salt Lake City Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Bridger

During A Call Or A Meeting

DO's

  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • Take time to make them feel comfortable before getting to the main pitch
  • Show them how they look good by making this decision

DONT's

  • Don’t get into excessive details unless prompted
  • Avoid unnecessary confrontation if it arises incidentally
  • Don’t push them to make decisions very fast, let them take their time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bridger is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from Bridger

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Bridger move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can Bridger take some risk or not?

  • They are unlikely to take many risks.

You And Bridger

Personality Compatibility


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