Evan Olson, CFP®

Balancer
DISC Type : S

Managing Director | Wealth Management Advisor | Series 7, 63, 6, 26 Licensed at Northwestern Mutual

Boston, Massachusetts, United States

Overview

Evan Olson is a Managing Director and Wealth Management Advisor with Northwestern Mutual, specializing in creating tailored financial plans for professionals and pre-retirees. A graduate of the University of Connecticut, he has been recognized by Forbes as a Top Financial Security Professional and by NAIFA as a "4 Under 40" advisor.

Outside of his professional life, Evan resides in Canton, MA, with his family. He is an active philanthropist, supporting causes like childhood cancer research and Horizons for Homeless Children. He enjoys golfing, basketball, and snowboarding, and was a Big Brother for over five years.

He organizes a city-wide charity lemonade stand every summer to help benefit childhood cancer research.

Personality Overview

Formal Mannered

Process-Oriented

Risk-Averse

They like following the process even if it takes time to reach any conclusion.  They are courteous and respectful but practical. They are willing to make long-term decisions.

Topics They Care About

Holistic Financial Planning
His approach focuses on understanding a client's life, family, and priorities before discussing finances to build a flexible, long-term plan tailored to their specific goals.
Youth Mentorship
He was a Big Brother for over five years and expresses a strong passion for helping children in need, including his work with Big Brothers/Big Sisters of Boston.
Charitable Fundraising
Actively gives back to the community by organizing an annual city-wide lemonade stand to raise money for childhood cancer and supports Horizons for Homeless Children.

Media Appearances

Evan has no verified media appearances

Work History

4-2023
Managing Director | Wealth Management Advisor | Series 7, 63, 6, 26 Licensed at Northwestern Mutual
5-2015 - 4-2023
Financial Advisor | Director at Northwestern Mutual

Education

Bachelor of Science in Business from University of Connecticut School of Business
Study Abroad Program from UNSW

More Information

Social Presence :

Prographics :

Exp : 10 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Managing Director | Wealth Management Advisor | Series 7, 63, 6, 26 Licensed at Northwestern Mutual
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Insights For Selling To Evan

During A Call Or A Meeting

DO's

  • Tell them about the outcome and results before talking about the input
  • Be very observant about how they perceive the risk in the decision
  • Focus on making them comfortable before really commencing the sales motion

DONT's

  • Don’t push them for a no, take the lack of yes as a no after a certain point
  • Do not sound very transactional, make extra effort to be genuinely interested
  • Ensure that you don’t seem disinterested when speaking to them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Evan is

  • What matters the most to them is low risk, adoption by others and proven case studies.
  • Will you ever get a clear answer from Evan

  • They never refuse directly, they push out the decisions or just go quiet.

Insights For Deal Planning

    How fast (or slow) will Evan move?

  • They can be some of the slowest decision makers.
  • Can Evan take some risk or not?

  • They have no risk-appetite and prefer to take safe decisions.

You And Evan

Personality Compatibility


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