Isaac O. Addo, CLTC

Evaluator
DISC Type : Dcs

Financial Services Professional at NYLIFE Securities LLC

New Hyde Park, New York, United States

Overview

Isaac O. Addo is a Financial Services Professional with New York Life, specializing in developing financial strategies for families and business owners. He holds a Financial Planning Certificate from Boston University and focuses on retirement, college funding, and lifetime income strategies.

Outside of his professional life, Isaac is a devoted family man with a wife and two children. He enjoys balancing his work with his personal interests, which include sports and traveling.

Isaac holds the Certification in Long-Term Care (CLTC), indicating specialized knowledge in planning for extended care needs.

Personality Overview

Thorough Evaluator

Hard To Convince

Fast But Analytical

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 They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Financial Strategy
Helps families and business owners develop sound financial strategies, covering needs from college funding to retirement.
Retirement Planning
Offers solutions for lifetime income strategies and managing costs, a core part of his professional services.
Estate Planning
He shares content about using trusts to organize estates and limit exposure to estate and gift taxes.

Media Appearances

Isaac has no verified media appearances

Work History

12-2003
Financial Services Professional at NYLIFE Securities LLC
12-2003
Agent at New York Life Insurance Company

Education

2015 - 2016
Financial Planning Certificate Program from Boston University Center for Professional Education
1990 - 1996
Education details unavailable from Stony Brook University

More Information

Social Presence :

Prographics :

Exp : 22 Location : New Hyde Park, New York, United States Job Level : N/A Designation : Financial Services Professional at NYLIFE Securities LLC
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Insights For Selling To Isaac O.

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Isaac O. is

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

  • 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 Isaac O. move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Isaac O. 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 Isaac O.

Personality Compatibility


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