Joe Mattia

Examiner
DISC Type : cs

Vice President, Retirement Plan Services at USI Consulting Group

Greater Chicago Area, United States

Overview

Joe Mattia is the Vice President of Retirement Plan Services at USI Consulting Group, an advisor with experience in the retirement and wealth management industry since 1998. He is an Accredited Investment Fiduciary focused on providing objective guidance to employers on their retirement plans, covering compliance, plan design, and employee education.

He has dedicated his entire career of over two decades to the retirement plan and wealth management industry.

Personality Overview

Overcautious

Process Oriented

Late Adopter

The only way to convince them is by showing them examples and ample proof.  Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Retirement Plan Consulting
His career and recent activity are centered on advising companies on how to reduce costs, optimize plans, and increase employee engagement in their retirement programs.
Fiduciary Compliance
As an Accredited Investment Fiduciary, he consistently emphasizes mitigating risk for plan sponsors and ensuring they meet their fiduciary duties.
SECURE 2. 0 Updates
He actively shares information about critical deadlines, provisions, and compliance updates related to the SECURE 2. 0 Act.

Media Appearances

Joe has no verified media appearances

Work History

5-2023
Vice President, Retirement Plan Services at USI Consulting Group
1-2022 - 4-2023
Sr. Director, Retirement Plan Advisory Services at Choreo
12-2016 - 1-2022
Director - Employer Retirement Plan Advisory Services at RSM Wealth Management LLC
1-2005 - 12-2016
LPL Branch Manager, Wealth Advisor at Mattia Wealth Management, LLC
4-2001 - 1-2005
Investment Representative at Edward Jones

Education

1988 - 1993
Education details unavailable from Illinois State University

More Information

Social Presence :

Prographics :

Exp : 29 Location : Greater Chicago Area, United States Job Level : Senior Designation : Vice President, Retirement Plan Services at USI Consulting Group
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Insights For Selling To Joe

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joe is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Joe

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Joe move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Joe take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Joe

Personality Compatibility


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