Cole Porter, CLU

Doer
DISC Type : sd

Firm Partner at The Ridgeback Group

Charlotte, North Carolina, United States

Overview

Cole Porter is a Firm Partner at The Ridgeback Group, where he focuses on business development and case design for financial professionals. A graduate of The Citadel and a Chartered Life Underwriter (CLU), he is passionate about helping driven individuals and firms achieve significant, lasting growth.

Outside of work, Cole is an avid endurance athlete, having competed in four triathlons in the past year. He directly applies the discipline and intensity from his training—focusing on details and going the extra mile—to his professional partnerships, believing every moment matters in achieving a goal.

He draws a direct parallel between succeeding in triathlons and building a business, believing both require intense focus and a commitment to always go the extra mile.

Personality Overview

Deliberate Doer

Risk-Accepting

Strategic Planner

Reading between the lines and seeing beyond your words comes naturally to them.  They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Endurance Sports
He is a dedicated triathlete, having competed in four races in the last year, and applies lessons from his training directly to his business philosophy.
Business Growth
His professional focus is on helping financial firms grow, creating strategies and partnerships that create lasting impact beyond what is expected.
Strategic Partnerships
He is a self-described "people person" who believes that strong, collaborative partnerships are the most valuable asset in any business.

Media Appearances

Cole has no verified media appearances

Work History

7-2023
Firm Partner at The Ridgeback Group
4-2019 - 6-2023
Senior Internal Wholesaler at Equitable
5-2018 - 4-2019
Recruiting Manager at TEKsystems
8-2014 - 8-2017
Setup Coordinator: Athletic Department at The Citadel Athletic Department
4-2015 - 9-2015
Labor Operations Intern at Archadeck of Charlotte

Education

2013 - 2017
Bachelor's degree from The Citadel
Education details unavailable from David W. Butler High School

More Information

Social Presence :

Prographics :

Exp : 8 Location : Charlotte, North Carolina, United States Job Level : N/A Designation : Firm Partner at The Ridgeback Group
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Insights For Selling To Cole

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Let them know of potential risks but suggest mitigation methods alongside
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Avoid putting conscious effort into relationship-building
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cole is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Cole

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Cole move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Cole take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Cole

Personality Compatibility


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