Drew Switzer, CPFA

Judge
DISC Type : Dc

Retirement Plan Advisor at Alera Group, Inc.

United States

Overview

Drew Switzer is an experienced Retirement Plan Advisor at Alera Group, where he specializes in creating tailored retirement solutions for business owners and their employees. A graduate of Peru State College with a BBA, he holds the Certified Plan Fiduciary Advisor (CPFA) designation, underscoring his expertise in the field.

Outside of his advisory role, Drew is a former collegiate basketball player for Peru State College, where he was recognized as a Daktronics-NAIA Scholar-Athlete. He also runs his own business involving rental properties and work as a self-employed travel agent, showcasing his entrepreneurial spirit.

Unique fact: Drew was a two-year member of the Peru State mens basketball team.

Personality Overview

Demanding

Generally Skeptic

Objective Thinker

They respond better to strong and respectful interactions.  They prefer to move quickly, and expect the same from others. They put a lot of effort into ensuring personal success.

Topics They Care About

Retirement Planning
Focuses on providing tailored retirement solutions for business owners and helping employees understand and maximize their benefits.
Employee Financial Education
Frequently posts about the importance of meeting with employees 1-on-1 to help them achieve their personal retirement goals.
ERISA Consulting
Previously assisted advisors and plan sponsors with ERISA consulting services while at The Crete Group.

Media Appearances

Drew has no verified media appearances

Work History

1-2025
Retirement Plan Advisor at Alera Group, Inc.
8-2024 - 1-2025
Career transition at Career Break
1-2024 - 7-2024
Regional Sales Consultant at Prime Pensions, Inc.
1-2021 - 11-2023
Internal/Hybrid Wholesaler at Mutual of Omaha
6-2020 - 1-2021
Internal Sales Trainee at Mutual of Omaha

Education

2018 - 2020
Bachelor of Business Administration - BBA from Peru State College
2016 - 2018
Associate of Arts and Sciences - AAS from Central Wyoming College

More Information

Social Presence :

Prographics :

Exp : 5 Location : United States Job Level : N/A Designation : Retirement Plan Advisor at Alera Group, Inc.
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Insights For Selling To Drew

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Speak about competitive differentiation that your product offers
  • Hold your ground without indulging in one-upmanship

DONT's

  • Don't try too hard to forge relationships with them
  • Avoid being too verbose
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Drew is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Drew

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Drew move?

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

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

You And Drew

Personality Compatibility


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