Josh Wright

Examiner
DISC Type : sc

Director at Friendship Village STL

Greater St. Louis, United States

Overview

Josh Wright is a Private Wealth Advisor and Managing Director with The Bedford Group of Ameriprise Financial Services, a team recognized by Forbes as a Best-in-State Wealth Management Team. He holds a BA in English from Truman State University and multiple professional certifications, including Certified Exit Planning Advisor®.

Outside of his financial practice, Josh has a creative side, having been invited to read his original poetry at a convention during his time at university. He also enjoys local social events, such as attending the Missouri Athletic Club Boxing Championship with friends and colleagues.

During his senior year of college, Josh was recognized for his creative writing and invited to read his original poetry at an English honor society convention.

Personality Overview

Tough To Convince

Overcautious

Status Quo Seeker

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach.

Topics They Care About

Wealth Management
As a Private Wealth Advisor, his primary focus is on wealth preservation, intergenerational planning, and investment strategies for affluent clients.
Exit Planning
He is a Certified Exit Planning Advisor (CEPA®), specializing in preparing entrepreneurs for the transition out of their companies to maximize value.
Market Analysis
Shares expert commentary on how geopolitical events and economic trends influence the market and investment strategies for his clients.

Media Appearances

Josh has no verified media appearances

Work History

11-2017
Director at Friendship Village STL
10-2015
Private Wealth Advisor at Ameriprise Financial Services, Inc.
4-2003 - 10-2015
Financial Advisor at Edward Jones

Education

1996 - 2000
BA from Truman State University
1992 - 1996
Education details unavailable from Farmington High School

More Information

Social Presence :

Prographics :

Exp : 23 Location : Greater St. Louis, United States Job Level : Mid-senior Designation : Director at Friendship Village STL
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Insights For Selling To Josh

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Josh is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Josh

  • 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 Josh move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Josh take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Josh

Personality Compatibility


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