Kanan Sachdeva MBA, CFP®, ChFC®

Critic
DISC Type : C

Founder & CEO - Forest Wealth and Insurance at Northwestern Mutual

Westborough, Massachusetts, United States

Overview

Kanan Sachdeva is the Founder & CEO of Forest Wealth and Insurance, affiliated with Northwestern Mutual. She is a Forbes-recognized Wealth Management Advisor and Financial Planner, holding MBA, CFP®, and ChFC® designations. Her expertise lies in crafting comprehensive, tailored financial strategies for a diverse clientele.

Kanan is deeply committed to her community, focusing on empowering individuals to take control of their financial lives. In 2018, she was honored as Woman of the Year by India New England News, a testament to her professional excellence and leadership within the community.

She was a finalist for the Leukemia & Lymphoma Societys “Man & Woman of the Year” campaign.

Personality Overview

Critic

ROI Driven

Objective Thinker

They are quite likely to negotiate on pricing or other key terms.  They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Topics They Care About

Holistic Financial Planning
Emphasizes creating comprehensive financial plans that integrate wealth management, insurance, and retirement strategies to ensure long-term security for clients.
Wealth Transfer
Advises clients on effective strategies for wealth transfer, including the use of life insurance to manage tax implications and protect heirs.
Retirement Strategies
Focuses on guiding clients through crucial retirement decisions, such as the optimal timing for claiming Social Security benefits.

Media Appearances

Kanan has no verified media appearances

Work History

1-2011
Founder & CEO - Forest Wealth and Insurance at Northwestern Mutual

Education

1998 - 1999
Master of Business Administration (MBA) from Saint Xavier University
1992 - 1995
Bachelor of Commerce B.COM (HONS) from Shri Ram College of Commerce (SRCC)

More Information

Social Presence :

Prographics :

Exp : 14 Location : Westborough, Massachusetts, United States Job Level : Leadership Designation : Founder & CEO - Forest Wealth and Insurance at Northwestern Mutual
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Insights For Selling To Kanan

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Tell them what ROI they can expect

DONT's

  • Don’t try too hard to build a relationship with them
  • Make extra effort to not seem pushy or confrontational
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kanan is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Kanan

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Kanan move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Kanan take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Kanan

Personality Compatibility


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