Joseph Bartell, CFP®, CPWA®, CIMA®, CRPS®, CEPA

Examiner
DISC Type : cs

Financial Advisor at UBS Financial Services Inc.

Plymouth, Michigan, United States

Overview

Joseph is a Vice President and Financial Advisor at UBS with over 15 years of experience, specializing in comprehensive financial solutions for private clients and institutions. He holds a Bachelor of Science from Wayne State University and an extensive array of certifications, including CFP®, CIMA®, CPWA®, CEPA®, and CRPS™.

Outside of work, Joseph and his wife, Amy, are avid road racers and practicing yogis. He is dedicated to his community, supporting Food Gatherers of Ann Arbor and volunteering with his therapy dog, Marvin, at local schools and hospitals through the Alliance of Therapy Dogs.

He has been named to the Forbes Best-in-State Wealth Advisors list every year from 2019 to 2025.

Personality Overview

Overcautious

Unexpressive

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  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.

Topics They Care About

Holistic Financial Planning
Holds numerous designations (CFP®, CPWA®, CEPA®) focused on providing comprehensive wealth management solutions for clients and their families through every stage of life.
Retirement Plan Consulting
Serves as his team's resource on 401(k) and employer-sponsored retirement plans, leveraging his Chartered Retirement Plans Specialist™ (CRPS®) designation.
Community Volunteering
Actively gives back by supporting local food banks and volunteering with his therapy dog, Marvin, at schools and hospitals.

Media Appearances

Joseph has no verified media appearances

Work History

Financial Advisor at UBS Financial Services Inc.
Employee at Morgan Stanley Smith Barney

Education

2008 - 2010
Bachelor of Science Business Administration from Wayne State University
2001 - 2004
Education details unavailable from Salem High School

More Information

Social Presence :

Prographics :

Exp : N/A Location : Plymouth, Michigan, United States Job Level : N/A Designation : Financial Advisor at UBS Financial Services Inc.
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Insights For Selling To Joseph

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Joseph

  • 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 Joseph move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Joseph take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Joseph

Personality Compatibility


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