Jon Rice ChFC® CLU®

Evaluator
DISC Type : sdc

Wealth Management Advisor at Northwestern Mutual

Greater Minneapolis-St. Paul Area, United States

Overview

Jon is a Wealth Management Advisor at Northwestern Mutual with nearly 13 years of experience, specializing in serving entrepreneurs and clients approaching retirement. A University of Iowa alumnus, he was recently named one of Forbes Top Best-in-State Financial Security Professionals for 2025.

Outside of work, Jon lives in Carver, MN, with his wife Lauren, their son Jax, and two dogs. He grew up participating in cross country, track, and Nordic skiing and now enjoys traveling, cooking, biking, and skiing with his family.

He actively raises money for the Firefighters for Healing charity.

Personality Overview

Quality Focused

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 focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Entrepreneurial Finance
His professional bio highlights that he is an entrepreneur himself and is uniquely equipped to partner with business owners on their financial goals.
Retirement Planning
A primary focus of his practice is guiding clients who are approaching the milestone of retirement.
Community Fundraising
He actively participates in raising money for charities, including Firefighters for Healing, and supports causes like Alex's Lemonade Stand Foundation.

Media Appearances

Jon has no verified media appearances

Work History

5-2024
Wealth Management Advisor at Northwestern Mutual
9-2012 - 7-2024
Financial Advisor at Northwestern Mutual
6-2016 - 7-2019
College Unit Director at Northwestern Mutual
5-2012 - 8-2012
Sales Representative at University Directories

Education

2008 - 2012
Bachelor of Arts (B.A.) from University of Iowa
2011 - 2011
Studied Abroad from Victoria University of Wellington

More Information

Social Presence :

Prographics :

Exp : 8 Location : Greater Minneapolis-St. Paul Area, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Jon

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jon is

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

  • 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 Jon move?

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

Personality Compatibility


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