Colby Dickson, RICP®, WMCP®

Examiner
DISC Type : cs

Wealth Management Advisor at Northwestern Mutual

Longview-Marshall Area, United States

Overview

Colby Dickson is a Wealth Management Advisor at Northwestern Mutual, specializing in creating personalized financial plans. A University of North Texas graduate, he holds the WMCP® and RICP® certifications, indicating deep expertise in wealth management and retirement income strategies designed to align with his clients life goals.

While specific personal hobbies are not public, his professional focus on lifes evolving nature suggests he values family, adaptability, and long-term planning. He actively shares insights on financial discipline and budgeting, showing a commitment to helping people improve their financial literacy and habits.

Unique fact: Colby believes 76% of millionaires share a common trait that anyone can adopt: being disciplined financial planners.

Personality Overview

Tough To Convince

Late Adopter

Overcautious

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Holistic Financial Planning
His philosophy is that financial conversations must start with the client's life, family, and goals, not products. He builds strategies around personal priorities.
Retirement Income
As a Retirement Income Certified Professional (RICP®), he has specialized expertise in structuring financial plans to ensure clients are prepared for retirement.
Tax Efficiency
He proactively posts about changes to federal tax numbers and offers assistance in calculating tax obligations, showing an interest in tax-aware financial strategies.

Media Appearances

WFAA Channel 8 Interview with Colby Dickson, RICP®, WMCP® (Wealth Management Advisor at Northwestern Mutual). Featured in WFAA Channel 8 (via Facebook post)

See Now

Work History

1-2014
Wealth Management Advisor at Northwestern Mutual

Education

2005 - 2009
Bachelor of Science (B.S.) from University of North Texas

More Information

Social Presence :

Prographics :

Exp : 11 Location : Longview-Marshall Area, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Colby

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Colby is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Colby

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Colby move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Colby take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Colby

Personality Compatibility


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