Ira Hermann, CLU®, ChFC®

Inspirer
DISC Type : di

Financial Advisor at Capstone Partners Financial and Insurance Services

Newport Beach, California, United States

Overview

Ira Hermann is a Financial Advisor at Capstone Partners with a career spanning his entire professional life. He is a Chartered Financial Consultant® and Chartered Life Underwriter® who specializes in wealth accumulation and asset protection strategies for high-net-worth individuals, families, and entrepreneurs, drawing on his economics degree from UC Berkeley.

He is an active supporter of his local community, having contributed to various philanthropic causes including the Mission Hospital Foundation and Breakthrough San Juan Capistrano, an organization dedicated to helping underserved students. Ira and his company were presenters for a golf classic benefiting Mission Hospital.

He has been consistently involved in supporting educational and community health initiatives in Southern California.

Personality Overview

Decisive

Charming & Persuasive

Fast Adopter

They respond well to objective pitches but also attach some value to relationships.  They measure a product on its merit but can be influenced by strong testimonials. They don’t mind taking a stand if they believe in something.

Topics They Care About

Wealth Management
His practice is built around providing comprehensive wealth management, retirement, and estate planning for high-net-worth clients.
Asset Protection
He develops and advises on the implementation of strategies specifically for asset protection, a core component of his service offerings.
Community Philanthropy
Has supported local organizations, including Mission Hospital Foundation and educational programs like Breakthrough San Juan Capistrano.

Media Appearances

Ira has no verified media appearances

Work History

11-2013
Financial Advisor at Capstone Partners Financial and Insurance Services
8-1981 - 10-2013
Financial Advisor at Northwestern Mutual

Education

1977 - 1981
Economics from University of California, Berkeley

More Information

Social Presence :

Prographics :

Exp : 44 Location : Newport Beach, California, United States Job Level : N/A Designation : Financial Advisor at Capstone Partners Financial and Insurance Services
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Insights For Selling To Ira

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Clearly address the competitive aspects

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be very informal even if they are being so themselves
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ira is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Ira

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Ira move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Ira take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Ira

Personality Compatibility


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