DeAndre Coke CLU®, ChFC®, CPFA®, RICP®

Sharpshooter
DISC Type : CD

Founder & CEO at Truicity Wealth Management

Virginia Beach, Virginia, United States

Overview

DeAndre Coke is the Founder and CEO of Truicity Wealth Management, a nationwide practice recognized by Forbes. He specializes in creating financial longevity for women executives, families, and military members, holding Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. People often describe him as professional, thoughtful, and caring.

Outside of finance, DeAndre is an avid world traveler who hosts a podcast called "Revolutionizing Your Journey" to teach others how to travel affordably using points. He is deeply involved in his community, serving as Chairman of the Board for the Boys & Girls Club of Southeast Virginia.

An interesting fact is that DeAndre became one of the youngest qualifiers for the Million Dollar Round Table, an honor for the top 1% of financial professionals worldwide, at age 27.

Personality Overview

Thorough Evaluator

Fast But Analytical

ROI Driven

They respond well to strong and respectful communication.  They are less concerned about the product and more about its potential impact. They prefer to move quickly, and expect the same from others.

Topics They Care About

Luxury Travel Hacking
Hosts the "Revolutionizing Your Journey" podcast, teaching listeners how to use credit card points and miles for luxury travel experiences at a fraction of the cost.
Empowering Women Financially
His practice's mission is to help women business owners and executives build customized financial plans to create generational wealth and business longevity.
Youth Development
Serves as the Chairman of the Board for the Boys & Girls Club of Southeast Virginia, showing a strong commitment to mentoring and community impact.

Media Appearances

DeAndre has no verified media appearances

Work History

12-2011
Founder & CEO at Truicity Wealth Management
6-2017
Chairman of the Board at Boys & Girls Club of Southeast Virginia
5-2019
Founder at BoldlyGo
12-2011
Wealth Management Advisor at Northwestern Mutual
1-2017 - 12-2020
Board Member at Coastal Virginia Builders Industry Association Board of Directors

Education

2013 - 2015
Charter Financial Consultant (ChFC) from The American College of Financial Services
2007 - 2009
Associate of Science from Tidewater Community College

More Information

Social Presence :

Prographics :

Exp : 14 Location : Virginia Beach, Virginia, United States Job Level : Leadership Designation : Founder & CEO at Truicity Wealth Management
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Insights For Selling To DeAndre

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with DeAndre is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from DeAndre

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will DeAndre move?

  • If convinced, they can reach decisions quite fast.
  • Can DeAndre take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And DeAndre

Personality Compatibility


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