Doug Lawrence

Wildcard
DISC Type : csi

Managed Accounts Specialist Upper Midwest at Ameriprise Financial Services, Inc.

Minneapolis, Minnesota, United States

Overview

Doug is an experienced Managed Accounts Specialist at Ameriprise Financial, where he supports advisors across the Midwest in building their business. A graduate of St. Johns University with a degree in Science Business Management, he is skilled in sales, retirement planning, and securities regulation. People who have worked with him describe him as honest and a good public speaker.

Outside of his financial career, Doug was a collegiate athlete on the swimming and diving team at Saint Johns University. His connection to the region is also reflected in his support for local institutions like the Minnesota State Fair Foundation, where he has been listed as a donor.

He was part of a 400-yard freestyle relay swimming team that earned All-American honors in 1986.

Personality Overview

Requires Proof

ROI Driven

Friendly But Slow

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Advisor Business Growth
His role involves proactively helping financial advisors build their business by providing support and recommendations on investment products across several states.
Managed Accounts
Specializes in providing support and recommendations for wrap accounts, actively managed accounts, and separately managed accounts to build investment portfolios.
Futures Trading
Previously served as President of Slider Trading, a firm focused on day trading in the futures markets, indicating a deep interest in this specific investment area.

Media Appearances

Doug has no verified media appearances

Work History

5-2015
Managed Accounts Specialist Upper Midwest at Ameriprise Financial Services, Inc.
7-2012 - 4-2015
Director of Insurance Brokerage at Contego Capital Financial Group (formerly River Rock Brokerage)
3-2012 - 6-2012
Sales Director at brocorXchange
5-2011 - 3-2012
Agent at VALIC
12-2010 - 5-2011
President at The Stenglein Group

Education

1987 - 1991
Bachelor from Saint John's University
Education details unavailable from CSB/SJU

More Information

Social Presence :

Prographics :

Exp : 25 Location : Minneapolis, Minnesota, United States Job Level : Junior Designation : Managed Accounts Specialist Upper Midwest at Ameriprise Financial Services, Inc.
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Insights For Selling To Doug

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Help them realize that there is no personal risk in making this decision
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Doug is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Doug

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Doug move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Doug take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Doug

Personality Compatibility


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