James Dreiling, CFP® CLU® RICP®ChFC®

Researcher
DISC Type : Cs

Wealth Management Advisor, The Dreiling Financial Group at The Dreiling Financial Group/Northwestern Mutual

Denver Metropolitan Area, United States

Overview

James Dreiling is a Wealth Management Advisor with Northwestern Mutual, where he has helped clients with comprehensive financial planning for over a decade. A US Navy veteran and a Certified Financial Planner, he specializes in creating wealth management and retirement strategies for professionals and business owners across the country.

Originally from Denver, James now lives in Littleton with his wife, Jessica, and their two children. He is a US Navy veteran who served for eight years. He is active in his community, mentoring at-risk youth and enjoying the many outdoor activities Colorado has to offer with his family.

He personally erected and maintains a 2, 500-square-foot garden that provides fresh produce to local families in need.

Personality Overview

ROI Seeker

Soft Communicator

Perfectionist

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Wealth Management
As a Wealth Management Advisor and CFP, he focuses on comprehensive planning strategies for professionals and business owners.
Retirement Planning
His professional focus includes helping clients implement long-term strategies for retirement, including income and tax-efficient solutions.
Youth Mentorship
He is actively involved in his community as a long-term mentor for at-risk youth through the Save Our Youth organization.

Media Appearances

James has no verified media appearances

Work History

4-2006
Wealth Management Advisor, The Dreiling Financial Group at The Dreiling Financial Group/Northwestern Mutual
4-2008
Mentor/Volunteer at Save Our Youth
6-1998 - 2-2006
EW/CTT/SAR at United States Navy

Education

2002 - 2006
BSBA from Bachelors of Business Administration

More Information

Social Presence :

Prographics :

Exp : 27 Location : Denver Metropolitan Area, United States Job Level : N/A Designation : Wealth Management Advisor, The Dreiling Financial Group at The Dreiling Financial Group/Northwestern Mutual
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories

DONT's

  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from James

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can James take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And James

Personality Compatibility


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