Kevin Alerding

Pioneer
DISC Type : ids

Of Counsel at Lewis Wagner

Indianapolis, Indiana, United States

Overview

Kevin Alerding is the Director of the Family Office at Indie Asset Partners and serves as Of Counsel for Lewis Wagner. A Certified Exit Planning Advisor (CEPA) with a law degree from Indiana University, he specializes in advising clients on business succession, tax, and estate planning.

Outside of his professional roles, Kevin is a former Brigade Judge Advocate in the U. S. Army Reserve. He is deeply involved in his community, serving on the Board of Directors for the Zionsville Eagle Recreation & Enrichment program and dedicating time to his wife and three children.

Unique fact: Kevin served for 12 years in the U. S. Army Reserve, including a deployment to Iraq.

Personality Overview

Decisive But Friendly

Friendly But Fast

Driven But Considerate

If they are convinced, they can become very strong champions for your product  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Business Exit Planning
As a Certified Exit Planning Advisor (CEPA), he focuses on helping business owners navigate succession and exit strategies.
Family Office Services
He leads the Family Office division at Indie Asset Partners, indicating a focus on comprehensive wealth management for families.
Estate & Tax Law
His role as Of Counsel at a law firm combined with his family office work points to expertise in estate and tax matters.

Media Appearances

Kevin has no verified media appearances

Work History

1-2023
Of Counsel at Lewis Wagner
2-2018
Director, Family Office at Indie Asset Partners, LLC
11-2001 - 2-2018
Partner at Ice Miller LLP
4-1996 - 4-2016
Officer at United States Army Reserve

Education

1992 - 1995
Doctor of Law (J.D.) from Indiana University Robert H. McKinney School of Law
1988 - 1992
Bachelor of Science from Ball State University

More Information

Social Presence :

Prographics :

Exp : 30 Location : Indianapolis, Indiana, United States Job Level : Mid-senior Designation : Of Counsel at Lewis Wagner
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Kevin

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • They are generally fast movers and can take quick decisions
  • Can Kevin take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Kevin

Personality Compatibility


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