Chase J. Weaver

Observer
DISC Type : ci

Financial Advisor at Northwestern Mutual

Greater Chicago Area, United States

Overview

Chase J. Weaver is a Forbes-recognized Financial Advisor at Northwestern Mutual, specializing in wealth management for young professionals and business owners. A graduate of Buena Vista University with a degree in Mathematics, he leverages his analytical background and numerous FINRA certifications to create tailored financial strategies for his clients in the Chicago area.

Personality Overview

Assertive

Value Driven

Curious

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Financial Planning
Focuses on creating strategic roadmaps for young professionals and business owners to mitigate risk and build wealth.
Generational Wealth
His practice specifically works with individuals and families committed to establishing, maintaining, or growing their generational wealth.
Tax Mitigation
Advises established business owners and entrepreneurs on strategies to mitigate current and future tax burdens.

Media Appearances

Chase J. Weaver, Financial Advisor - Chicago, IL 60606. Featured in Northwestern Mutual

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Chase J. Weaver, Financial Advisor - Chicago, IL 60606. Featured in Northwestern Mutual

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Work History

11-2016
Financial Advisor at Northwestern Mutual
4-2011 - 11-2016
Financial Representative at Northwestern Mutual
1-2012 - 1-2016
Model at Factor | Chosen Model Management
8-2009 - 5-2012
Economics Tutor at Buena Vista University

Education

2008 - 2012
Bachelor of Applied Science (B.A.Sc.) from Buena Vista University
Education details unavailable from Bishop Heelan Catholic Schools

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Chicago Area, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Chase J.

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Ask them questions to understand their needs better while staying affable
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chase J. is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Chase J.

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Chase J. move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Chase J. take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Chase J.

Personality Compatibility


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