Don Rudolph

Inquirer
DISC Type : cd

Wealth Management Advisor at LCA Sports Management

Greenville, North Carolina, United States

Overview

Don Rudolph is the founder and Managing Partner of FlatFeeCIO, a wealth management firm he established after a 25-year career that included Vice President roles at Bank of America and SunTrust. He specializes in providing concierge, fixed-fee fiduciary services to families, foundations, and medical professionals, holding an MBA from Tulane University.

Originally from Miami, Don was an NCAA Division 1 soccer player while earning his BA at Duke University. He and his wife, Ashley, and daughter, Genevieve, live in Greenville, NC, where they attend the First Presbyterian Church and are members of the Brook Valley Country Club.

Unique fact: Don was a Division 1 soccer player in the Atlantic Coast Conference (ACC) during his time at Duke University.

Personality Overview

Upfront

Hard To Convince

ROI Conscious

They care equally about the product and its potential impact.  They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople.

Topics They Care About

Fixed-Fee Advising
He founded his firm on a fixed-fee model and publicly advocates for it as a more transparent and fair alternative to traditional asset-based percentage fees.
Fiduciary Responsibility
His professional title is "Fixed Fee Fiduciary, " and his firm's mission is centered on providing advice that is solely in the client's best interest.
Athlete Wealth Management
Serves as the Wealth Management Advisor and Chief Investment Officer for LCA Sports Management, guiding professional athletes on protecting and growing their wealth.

Media Appearances

Don has no verified media appearances

Work History

8-2020
Wealth Management Advisor at LCA Sports Management
1-2019
Fixed Fee Fiduciary at Flat Fee CIO
8-2009 - 1-2019
Managing Partner at InnerBanks Wealth Management
8-2006 - 8-2009
Wealth Management Advisor at First South Bank
3-2005 - 8-2006
Vice President Wealth Management at Bank of America

Education

1988 - 1990
Master of Business Administration (M.B.A.) from Tulane University - A.B. Freeman School of Business
1983 - 1987
Bachelor of Arts (B.A.) from Duke University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greenville, North Carolina, United States Job Level : N/A Designation : Wealth Management Advisor at LCA Sports Management
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Insights For Selling To Don

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Refer to testimonials from others in similar positions
  • Stress on the business value that your product offers

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Do not give up if they are not convinced, try again with a different approach
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Don is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Don

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Don move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Don take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Don

Personality Compatibility


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