Irving Isaacson

Evaluator
DISC Type : dcs

Vice President, Retirement Plan Consulting at SageView Advisory Group

Phoenix, Arizona, United States

Overview

Irving Isaacson is the Vice President of Retirement Plan Consulting at SageView Advisory Group. He specializes in providing fiduciary guidance, investment due diligence, and plan design consulting for retirement plans. He leverages his legal background, holding a J. D. from the University of Iowa College of Law.

His professional interests include active membership in the American Society of Pension Professionals and Actuaries (ASPPA). He maintains connections to his alma maters, Stanford University and the University of Iowa, reflecting a continued engagement with these institutions and their communities.

He was a partner at MJM401k before it was acquired by SageView Advisory Group.

Personality Overview

Fast But Analytical

Thorough Evaluator

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Fiduciary Governance
His expertise is centered on advising clients on fiduciary best practices and investment due diligence for retirement plans.
Retirement Plan Design
A key part of his role involves consulting on effective plan design and fee benchmarking to optimize client offerings.
Pension Regulations
[Predicted] With a J. D. and membership in ASPPA, he likely maintains a strong focus on the evolving legal and regulatory aspects of pension plans.

Media Appearances

Irving has no verified media appearances

Work History

5-2007
Vice President, Retirement Plan Consulting at SageView Advisory Group

Education

1983 - 1986
J.D. from University of Iowa College of Law
1977 - 1982
Bachelor's degree from Stanford University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Phoenix, Arizona, United States Job Level : Senior Designation : Vice President, Retirement Plan Consulting at SageView Advisory Group
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Insights For Selling To Irving

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Irving is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Irving

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Irving move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Irving take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Irving

Personality Compatibility


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