Grant M.

Trailblazer
DISC Type : DI

Financial Advisor | Founding Partner at Alterra Advisors

Bellevue, Washington, United States

Overview

Grant M. is the CEO and a Partner at Alterra Advisors, an independent wealth management firm he launched. With a background as a CERTIFIED FINANCIAL PLANNER™, he specializes in creating personalized financial solutions for entrepreneurs and business owners. He holds both a BS and an MA from Washington State University.

Originally from a working wheat farm in eastern Washington, Grant credits his familys business for instilling his entrepreneurial spirit. He now lives in the Bellevue area with his wife and three children. He is an avid reader and a passionate supporter of Washington State University athletics.

His vision for serving others in business was directly shaped by growing up on his familys farm.

Personality Overview

Charismatic

Assertive

Informal

They are charming and have the ability to align others behind their decisions.  They do not mind taking risks and can make hard decisions, if necessary. If they come to believe in your value proposition, they will be your champion.

Topics They Care About

Wealth Management
As CEO of Alterra Advisors, he focuses on providing personalized wealth management plans for a diverse clientele including entrepreneurs, retirees, and those with charitable goals.
Entrepreneurship
He has a strong entrepreneurial background, having founded both The Monson Group and Alterra Advisors. He is passionate about serving fellow business owners.
Hiring Top Talent
Recent activity shows a consistent focus on hiring "A players" to expand his team at Alterra Advisors, indicating that company growth and culture are top priorities.

Media Appearances

Grant has no verified media appearances

Work History

Financial Advisor | Founding Partner at Alterra Advisors
CERTIFIED FINANCIAL PLANNER™ at The Monson Group

Education

MA from Washington State University
BS from Washington State University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Bellevue, Washington, United States Job Level : N/A Designation : Financial Advisor | Founding Partner at Alterra Advisors
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Insights For Selling To Grant

During A Call Or A Meeting

DO's

  • Display high self-confidence and expect them to have a strong personality.
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Talk about yourself and some of your achievements at the start of the conversation

DONT's

  • Avoid unnecessary negativity or slowness
  • Don’t hesitate from asking them how they truly feel about your product
  • Don’t force involvement of other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Grant is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Grant

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Grant move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Grant take some risk or not?

  • They can take risks if necessary.

You And Grant

Personality Compatibility


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