Keith Dragoo

Enthusiast
DISC Type : i

Wealth Management Advisor at Northwestern Mutual

Corvallis, Oregon, United States

Overview

Keith Dragoo is the Founder of the Dragoo Financial Group at Northwestern Mutual, a firm recognized by Forbes as a top wealth management team. An alumnus of Oregon State University, he began his career as a college intern in 1983 and has since devoted it to strategic wealth management.

Outside of his professional life, Keith is deeply committed to his community, supporting local organizations. He enjoys traveling, golfing, and supporting Oregon State University athletics. Keith and his wife have four adult children.

He has spent his entire 40+ year career with the same company where he started as an intern.

Personality Overview

Consensus Focused

Optimistic

Non-Confrontational

They are more about building relationships than just cutting deals.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Generational Wealth
His practice is dedicated to cultivating multi-generational relationships with families and businesses to deliver holistic, long-term financial solutions.
Client-Focused Planning
Has a stated passion for listening to his client's needs to help them express and act upon their true financial goals and vision.
Retirement Strategies
Frequently posts about retirement vehicles like 401(k)s and IRAs, as well as the importance of planning for long-term care.

Media Appearances

Keith has no verified media appearances

Work History

Wealth Management Advisor at Northwestern Mutual
10-1982 - 1-1983
College Intern at Northwestern Mutual

Education

Education details unavailable from Oregon State University

More Information

Social Presence :

Prographics :

Exp : 1 Location : Corvallis, Oregon, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Keith

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Compliment them about their personality if you get a chance
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don't be critical or challenge them openly, they can react defensively
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Keith is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Keith

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Keith move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Keith take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Keith

Personality Compatibility


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