Chris Lowery CFP, CLU, ChFC, CASL, CPA

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DISC Type : cd

Wealth Management Advisor & Managing Director at Northwestern Mutual

Belleville, Illinois, United States

Overview

Chris is a Managing Director and Wealth Management Advisor at Northwestern Mutual, where he leads a top-ranked team. A former CPA with KPMG, he holds CFP® and CASL® certifications and earned his Bachelor of Science from Miami University. He specializes in holistic financial planning for his clients.

Chris is a Cincinnati native where he lives with his wife and three sons. He is an avid golfer and is actively involved in his community, supporting youth empowerment through The Anthony Muñoz Foundation and childhood cancer research with Alexs Lemonade Stand Foundation.

He has achieved Northwestern Mutuals Forum recognition, one of the companys highest honors for its financial professionals.

Personality Overview

Judgemental

Upfront

ROI Conscious

They can be nudged to make faster decisions by offering what they value.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Holistic Financial Planning
His professional focus involves creating comprehensive, long-term financial strategies tailored to individual client needs, a core part of his practice.
Talent Recruitment
As a Managing Director, his headline states he is "Actively Seeking Top Talent, " indicating a focus on team growth and mentorship.
Market Volatility
He frequently shares content regarding economic uncertainty, inflation, and the importance of diversification, showing it's a key concern for his clients.

Media Appearances

Christopher Lowery - Northwestern Mutual - Forbes Profile. Featured in Forbes

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Work History

9-1995
Wealth Management Advisor & Managing Director at Northwestern Mutual
9-1992 - 9-1995
Staff Accountant & CPA at KPMG US

Education

1988 - 1992
Bachelor of Science - BS from Miami University

More Information

Social Presence :

Prographics :

Exp : 33 Location : Belleville, Illinois, United States Job Level : Mid-senior Designation : Wealth Management Advisor & Managing Director at Northwestern Mutual
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • 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 to be an alpha salesperson, give them equal space
  • Don’t expect them to change their mind quickly if they say no once
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Chris

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Chris move?

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

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Chris

Personality Compatibility


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