Edward C. Witherspoon, CERTIFIED FINANCIAL PLANNER®

Enthusiast
DISC Type : i

Managing Director at Holistic Private Wealth

Towson, Maryland, United States

Overview

With over 30 years of experience, Edward is the Managing Director at Holistic Private Wealth. He is a CERTIFIED FINANCIAL PLANNER™, a designation he has held since 1993, and holds a BS in Business Administration with a finance concentration from Towson University, specializing in helping clients navigate significant financial issues.

Edward resides in Phoenix, Maryland, with his wife, Mary, and is a proud father to two adult children. He enjoys spending his personal time with his family, traveling, boating, going to the beach, and playing golf.

He has been a respected CERTIFIED FINANCIAL PLANNER™ (CFP®) for over three decades.

Personality Overview

Amiable & Agreeable

Story Driven

Optimistic

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Holistic Financial Planning
His firm's name and professional focus are on providing clients with clarity and a clear path forward on major financial issues like divorce, inheritance, or home purchases.
Succession & Exit Planning
He is a member of the Succession & Exit Leadership Roundtable, indicating a professional focus on helping business owners plan their transitions.
Golfing & Boating
He lists boating and playing golf as personal hobbies he enjoys in his free time.

Media Appearances

Edward has no verified media appearances

Work History

5-2010
Managing Director at Holistic Private Wealth
5-2010
Wealth Advisor at Holistic Private Wealth
1-2004
Financial Advisor at Cetera Financial Specialists
9-2002
Investment Advisor Representative at Cetera Investment Advisers
12-1997 - 1-2004
Financial Advisor at GE Financial

Education

1991 - 1994
BS from Towson University
Education details unavailable from Aberdeen High School

More Information

Social Presence :

Prographics :

Exp : 32 Location : Towson, Maryland, United States Job Level : Mid-senior Designation : Managing Director at Holistic Private Wealth
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Insights For Selling To Edward

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Speak from experience about success that the product has seen with other customers
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Edward is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Edward

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Edward move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Edward take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Edward

Personality Compatibility


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