Cody N. Fagan

Collaborator
DISC Type : si

Financial Advisor at Prometheus Financial Services

Albuquerque, New Mexico, United States

Overview

Cody N. Fagan is a Financial Advisor and the Founder of Prometheus Financial Services. He specializes in retirement income planning and creating safe money solutions, with a particular focus on serving engineers. His firm emphasizes building close, personal relationships with clients.

Drawing from his background as a fire chief, Cody brings a calm, disciplined, and methodical approach to financial planning. This experience in high-stakes environments has shaped his commitment to providing clear and dependable guidance to his clients.

Unique fact: Cody is a member of the Forbes Financial Council and is recognized as a leading trainer for other financial advisors nationwide.

Personality Overview

Consensus Builder

Appreciative

Fair-minded

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

Retirement for Engineers
His professional headline and content specifically highlight his specialization in retirement income planning for engineers, indicating a deep focus on this niche clientele.
Financial Education
He focuses on breaking down complex topics into simple, manageable steps for clients and offers educational content, such as a book on annuities.
Small Business Retirement
He creates content specifically addressing the unique challenges and retirement planning needs of small business owners.

Media Appearances

Cody has no verified media appearances

Work History

2-2024
Financial Advisor at Prometheus Financial Services
4-2023 - 2-2024
Relationship Manager at Lenox Advisors
9-2022 - 2-2024
Financial Services Representative at GoldBook Financial
4-2022 - 9-2022
Financial Services Representative at Northwestern Mutual
4-2022
Deputy Chief at American Medical Response

Education

Cody has no verified education history

More Information

Social Presence :

Prographics :

Exp : 4 Location : Albuquerque, New Mexico, United States Job Level : N/A Designation : Financial Advisor at Prometheus Financial Services
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Insights For Selling To Cody N.

During A Call Or A Meeting

DO's

  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • Be visibly appreciative of their actions during your interactions
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision

DONT's

  • Don’t sound very transactional
  • Avoid unnecessary confrontation if it arises incidentally
  • Don’t ask too many questions that sound too dry and objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cody N. 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 Cody N.

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

Insights For Deal Planning

    How fast (or slow) will Cody N. move?

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

  • They are unlikely to take many risks.

You And Cody N.

Personality Compatibility


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