Cole Caruthers CFP®, ChSNC®, ChFC®, RICP®, MBA

Critic
DISC Type : C

Partner and Wealth Management Advisor at Pointer Wealth

Dallas, Texas, United States

Overview

Cole Caruthers is a Partner and Wealth Management Advisor at Pointer Wealth, where he provides comprehensive financial strategies for physicians, business owners, and retirees. A University of Central Arkansas MBA graduate, he has been recognized by Forbes as a Top Financial Security Professional.

He lives in Lucas, Texas with his wife, Shelbee, their children, Charlee and Graham, and two English Pointers. A former college football player, he is passionate about the outdoors, sports, and travel. He is also actively involved with supporting families with special needs.

Cole had a brief stint with the Green Bay Packers after an award-winning football career at the University of Central Arkansas, where he was an All-American offensive lineman.

Personality Overview

Negotiator

Objective Thinker

ROI Driven

Unless the value is proven by data, they are unlikely to value fancy features.  They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Topics They Care About

Special Needs Planning
A core part of his practice is assisting families with special needs, holding the Chartered Special Needs Consultant (ChSNC®) designation to support this work.
Holistic Wealth Management
He focuses on integrating wealth management with risk, tax, and estate planning to provide clients with a comprehensive financial overview.
Supporting Physicians
His practice focuses on creating tactical and unique financial strategies specifically for physicians, business owners, and retirees.

Media Appearances

Cole has no verified media appearances

Work History

Partner and Wealth Management Advisor at Pointer Wealth
Growth and Development Director at Northwestern Mutual
Board Member at Down Syndrome Guild Of Dallas
Free Agent Signee at Green Bay Packers

Education

Master of Business Administration (MBA) from University of Central Arkansas
Insurance and Risk Management (BBA) from University of Central Arkansas

More Information

Social Presence :

Prographics :

Exp : N/A Location : Dallas, Texas, United States Job Level : Mid-senior Designation : Partner and Wealth Management Advisor at Pointer Wealth
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Insights For Selling To Cole

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t try too hard to build a relationship with them
  • Do not use very emotional or colorful language
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cole is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Cole

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Cole move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Cole take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Cole

Personality Compatibility


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