Eli Retek

Commander
DISC Type : D

Investment Advisor at Wealth Advisory Group LLC

Brooklyn, New York, United States

Overview

Eli Retek is a Financial Advisor at Wealth Advisory Group LLC, specializing in comprehensive financial strategies including pension planning, 401ks, and wealth accumulation. A Touro College graduate, he designs plans to help clients insure and grow their assets effectively for both current needs and future plans.

Beyond his financial work, Eli is deeply involved in his community as a Board Member for the RCCS Rofeh Cholim Cancer Society. He is passionate about supporting cancer patients and their families, dedicating his time to helping the organization provide critical assistance and hope.

He serves on the board of a cancer charity with the mission of creating "miracles" for patients.

Personality Overview

Strong-Willed

Impact-Driven

Risk-Taker

They like to be in a position where they can control the conversation and terms.  More than the product, they care about the effectiveness of the product. They are very proud of what they do.

Topics They Care About

Retirement Planning
His specialties include pension planning and 401k management, focusing on securing long-term financial futures for his clients.
Wealth & Estate Planning
Advises clients on effective strategies for wealth accumulation and estate planning to protect and grow their assets for future generations.
Investment Strategy
He actively shares content related to market trends and investment strategies, showing a focus on navigating market volatility.

Media Appearances

Eli has no verified media appearances

Work History

3-1997
Investment Advisor at Wealth Advisory Group LLC
Board Member at RCCS Rofeh Cholim Cancer Society

Education

Fianance from Touro College

More Information

Social Presence :

Prographics :

Exp : 28 Location : Brooklyn, New York, United States Job Level : N/A Designation : Investment Advisor at Wealth Advisory Group LLC
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Insights For Selling To Eli

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Refer to testimonials from well-known industry leaders
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • 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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eli 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 Eli

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Eli move?

  • They can take decisions very fast if you manage to convince them.
  • Can Eli take some risk or not?

  • The risks don’t matter much to them.

You And Eli

Personality Compatibility


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