Joshua P. Friedlander

Examiner
DISC Type : sc

Founder & Managing Partner at ArisGarde

New York, New York, United States

Overview

Joshua Friedlander is the Founder and Managing Partner of ArisGarde, where he provides objective advice for affluent families and business owners. Recognized by Forbes as a Top Financial Security Advisor in 2022, he frequently collaborates with legal and accounting teams to create cohesive financial strategies. He is a graduate of Stony Brook University.

Originally from New York, Josh now lives in Mount Pleasant, South Carolina, with his wife and their four children. A former college rugby standout, he enjoys spending time at the beach, weightlifting, and being on the sidelines for his childrens sporting events. He has previously served on multiple foundation boards.

He played rugby at a national level while in college and considers it his favorite sport to this day.

Personality Overview

Tough To Convince

Unexpressive

Late Adopter

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Holistic Financial Planning
He emphasizes a cohesive approach by working with clients' legal and accounting teams to ensure the best long-term outcomes for personal, estate, and business matters.
Business Succession
He has authored articles on complex topics like Non-Qualified Deferred Compensation, focusing on financial strategies for business owners and executive retention.
Community Philanthropy
He has a history of community service, having served on the board of directors for the Elias A. Cohen Foundation and as a Planned Giving Advocate for JDRF.

Media Appearances

Joshua has no verified media appearances

Work History

1-2021
Founder & Managing Partner at ArisGarde
8-2009 - 1-2021
Personal, Estate & Business Advisor at Center for Wealth Preservation

Education

Bachelor from Stony Brook University
Education details unavailable from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 16 Location : New York, New York, United States Job Level : Leadership Designation : Founder & Managing Partner at ArisGarde

Interested in

Sports

Rugby

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Insights For Selling To Joshua P.

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • 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 Joshua P. is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Joshua P.

  • 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 Joshua P. move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Joshua P. take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Joshua P.

Personality Compatibility


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