Colby Staloch

Inspirer
DISC Type : id

Co-Founder and Wealth Management Advisor at Staloch Fenlon Financial

Mankato, Minnesota, United States

Overview

Colby Staloch is a Managing Director at Northwestern Mutual and the Co-Founder of Staloch Fenlon Financial. He focuses on creating individualized financial plans and is passionate about developing his team. He was recently recognized by Forbes as a Top Best-in-State Financial Security Professional for 2025.

Originally from Mankato, Minnesota, Colby lives with his wife, Lindsey, and their three children. He enjoys golfing, boating, fishing, and attending his childrens sporting and dance events. He and his wife are active supporters of their local church and Loyola Catholic School.

During his time at Waldorf College, where he earned his bachelors degree, Colby was a pitcher on the baseball team.

Personality Overview

Fast Adopter

Charming & Persuasive

Achievment Oriented

They measure a product on its merit but can be influenced by strong testimonials.  They respond well to objective pitches but also attach some value to relationships. They don’t mind taking a stand if they believe in something.

Topics They Care About

Holistic Financial Planning
He emphasizes a team-based approach to provide clients with a comprehensive plan covering both insurance and investments, tailored to their specific life goals.
Advisor Development
As a Managing Director, he is committed to building a strong team culture and empowering his firm's advisors to help their clients achieve financial security.
Community Engagement
He and his wife are active supporters of local institutions, including St. John's Catholic Church and Loyola Catholic School in Mankato.

Media Appearances

Colby has no verified media appearances

Work History

1-2024
Co-Founder and Wealth Management Advisor at Staloch Fenlon Financial
1-2013
Managing Director at Northwestern Mutual
8-2007
Financial Advisor at Northwestern Mutual
5-2009 - 1-2013
College Unit Director at Northwestern Mutual

Education

2003 - 2007
B.A. from Waldorf College

More Information

Social Presence :

Prographics :

Exp : 18 Location : Mankato, Minnesota, United States Job Level : Leadership Designation : Co-Founder and Wealth Management Advisor at Staloch Fenlon Financial
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Insights For Selling To Colby

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Clearly address the competitive aspects
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don’t be very informal even if they are being so themselves
  • Don't be unorganized, be prepared for the pitch
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Colby is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Colby

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Colby move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Colby take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Colby

Personality Compatibility


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