Edward N. Mandrin, CFP®, CLU®, CASL®

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DISC Type : DC

Wealth Management Advisor at Northwestern Mutual

New York, New York, United States

Overview

Edward is a Wealth Management Advisor at Northwestern Mutual with over two decades of experience. A Queens College economics graduate, he holds CFP®, CLU®, and CASL® designations. He specializes in creating holistic financial plans, particularly for physicians and entrepreneurs, focusing on a relationship-first approach.

There is no publicly available information regarding Edwards personal life or hobbies.

He is a multi-year Forbes Best-in-State honoree and a member of the Million Dollar Round Table (MDRT), placing him in the top 4% of financial advisors.

Personality Overview

Thorough Evaluator

Rigorous & Demanding

Fast But Analytical

They prefer to move quickly, and expect the same from others.  They do not care very much about building rapport or relationships. They are less concerned about the product and more about its potential impact.

Topics They Care About

Advising Physicians & Entrepreneurs
His practice has a focus on helping physicians and business owners with unique challenges like student loans, high-income tax strategies, and exit planning.
Holistic Financial Planning
He uses a hands-on, methodical process to integrate risk management with wealth accumulation and distribution, ensuring all assets are coordinated.
Senior Living Planning
His Chartered Advisor for Senior Living® (CASL®) designation signifies expertise in guiding clients through retirement and wealth preservation strategies.

Media Appearances

Edward has no verified media appearances

Work History

Wealth Management Advisor at Northwestern Mutual
1-2002 - 1-2004
Stock broker at Continental Broker Dealers

Education

B.A. from Queens College

More Information

Social Presence :

Prographics :

Exp : 1 Location : New York, New York, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Edward N.

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Make sure that you circle back fast on any action items, it wins their trust
  • Get to the point quickly instead of spending time doing small talk

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Do not spend too much time focusing on product tech or features
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Edward N. is

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

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

Insights For Deal Planning

    How fast (or slow) will Edward N. move?

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

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

You And Edward N.

Personality Compatibility


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