John Tripoli, CFP®, RICP®, CLU®, MBA

Sharpshooter
DISC Type : DC

Managing Director, Private Wealth Advisor at Northwestern Mutual

Greenville, South Carolina, United States

Overview

John has no verified overview

Personality Overview

Thorough Evaluator

Precise But Practical

Rigorous & Demanding

They are less concerned about the product and more about its potential impact.  They do not care very much about building rapport or relationships. They put a lot of effort into ensuring personal success.

Topics They Care About

John has no verified topics they care about

Media Appearances

John has no verified media appearances

Work History

9-2004
Managing Director, Private Wealth Advisor at Northwestern Mutual
1-2016
Co-Founder, Private Wealth Advisor at Upstate Legacy Planning Group
Director of Business Development at Lantronix
Sales/Marketing at DuPont

Education

1988 - 1992
Bachelor of Science (BS) from The University of Kansas
1994 - 1998
MBA from University of Phoenix

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greenville, South Carolina, United States Job Level : Mid-senior Designation : Managing Director, Private Wealth Advisor at Northwestern Mutual
URL has been copied!

Insights For Selling To John

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Get to the point quickly instead of spending time doing small talk
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Avoid being a storyteller and don’t try to oversell
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from John

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will John move?

  • If convinced, they can reach decisions quite fast.
  • Can John take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And John

Personality Compatibility


Other Northwestern Mutual Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.