Kurt Bogseth

Inquirer
DISC Type : cd

CEO & Founder at Echelon Wealth Strategies

Des Moines Metropolitan Area, United States

Overview

Kurt Bogseth is the CEO and Founder of Echelon Wealth Strategies, where he serves as a Wealth Management Advisor. He holds a CFP® certification and specializes in creating forward-looking financial plans. People who have worked with him describe him as phenomenal, knowledgeable, and a great communicator.

Personality Overview

Demanding

Upfront

Judgemental

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Family Financial Planning
He frequently posts advice for those in their 40s or with children on the way, emphasizing the need for a solid financial plan to support family goals.
Wealth Management
As the founder of a wealth strategies firm and a seasoned advisor, his career is centered on helping clients manage and grow their wealth effectively.
Economic Outlook
Shares content regarding Federal Reserve policies, inflation, and mixed economic signals, highlighting the importance of diversification in uncertain times.

Media Appearances

Kurt has no verified media appearances

Work History

6-2000
CEO & Founder at Echelon Wealth Strategies
6-2000
Wealth Management Advisor at Northwestern Mutual
4-2010
Past President and Board Member at Central Iowa Society of Financial Service Professionals

Education

2002 - 2016
CFP® certification from The American College of Financial Services
2013 - 2014
Graduate from West Des Moines Leadership Academy

More Information

Social Presence :

Prographics :

Exp : 25 Location : Des Moines Metropolitan Area, United States Job Level : Leadership Designation : CEO & Founder at Echelon Wealth Strategies
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Insights For Selling To Kurt

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Be crisp while making the pitch
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Refrain from asking too many questions
  • Avoid long winding pitches, stay objective
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kurt is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Kurt

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Kurt move?

  • Their decision making speed is somewhere in the middle.
  • Can Kurt take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Kurt

Personality Compatibility


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