John A. Iezzi

Supporter
DISC Type : s

Wealth Management Advisor at Northwestern Mutual

Richmond, Virginia, United States

Overview

John is a Financial Advisor, CPA, and Founder at Opticity Wealth Partners, a Northwestern Mutual firm. He specializes in creating holistic financial plans for individuals and businesses, focusing on insurance adequacy, succession planning, and executive benefits. He holds a B. S. from Virginia Tech and has received multiple Forbes accolades for his work.

John lives in the Richmond area and is a devoted family man. He enjoys spending his free time with his wife, Carter, and their three children. He is also an avid golfer and enjoys attending Virginia Tech athletic events throughout the year, supporting his alma mater.

His career path was inspired by a close relationship with a successful insurance executive who became his mentor and encouraged him to pursue financial advising.

Personality Overview

Thoughtful In Approach

Slow To Decisions

Calm

Their decisions are defined by the possible value that they can bring to the organization.
  They get along well with all people. They prefer to follow rules and procedures.

Topics They Care About

Succession & Estate Planning
A core part of his practice, providing succession and estate planning for owners of public and private companies, as mentioned in his professional headline.
Executive Benefit Plans
He has specific expertise in providing supplemental executive retirement plans and other executive benefits, a key focus since early in his career.
Financial Diversification
His recent posts emphasize the need for diversification amidst mixed economic signals, showing it is a current focus in his client advising.

Media Appearances

John has no verified media appearances

Work History

12-1994
Wealth Management Advisor at Northwestern Mutual
3-1998
Past President at The Todd Organization
6-1985 - 12-1994
CPA at Mitchell, Wiggins & Company

Education

1981 - 1985
Bachelor of Science (B.S.) from Virginia Tech - Pamplin College of Business

More Information

Social Presence :

Prographics :

Exp : 40 Location : Richmond, Virginia, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To John A.

During A Call Or A Meeting

DO's

  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • Pause and ask them if they have any questions
  • Engage other key stakeholders on their side and leverage if they approve of your product

DONT's

  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t keep pushing them for a straight answer, just make your own conclusions
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John A. is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from John A.

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will John A. move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can John A. take some risk or not?

  • They rarely take risks and prefer making decisions supported by others.

You And John A.

Personality Compatibility


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