Kurt Ringenbach CFP®, CPWA®

Examiner
DISC Type : cs

Partner, Wealth Advisor at Stratos Wealth Partners

Cleveland, Ohio, United States

Overview

Kurt Ringenbach is a Partner and Wealth Advisor at Stratos Wealth Partners in the Cleveland area, holding CFP® and CPWA® designations. With an MBA from Case Western Reserve University, he specializes in comprehensive financial planning for individuals, families, and businesses, focusing on retirement and education goals. He has over two decades of experience in the industry.

He is actively involved in his community, having served as a board member for the Nature Center at Shaker Lakes and as a donor to various local organizations, including the Greater Cleveland Food Bank. He is an alumnus of Carleton College and maintains an interest in his alma mater.

During college, he wrote articles about figure skating for Skating Magazine and was a member of the 1992 MIAC championship-winning Carleton Knights football team.

Personality Overview

Late Adopter

Overcautious

Unexpressive

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Wealth Management
His entire career, including his current role as Partner at Stratos, focuses on providing comprehensive financial advice and investment management to a diverse client base.
Retirement Planning
Previous roles at Ringenbach Financial Partners and Charles Schwab highlight his specific expertise in helping individuals and businesses implement suitable retirement strategies.
Team & Culture
His social media activity shows he is focused on hiring people with work ethic and honesty, and he publicly celebrates his team's work anniversaries and contributions.

Media Appearances

Kurt has no verified media appearances

Work History

10-2011
Partner, Wealth Advisor at Stratos Wealth Partners
7-2006 - 10-2011
President at Ringenbach Financial Partners LLC
2000 - 2006
Manager at McMaster-Carr
8-1995 - 5-1998
Retirement Specialist at Charles Schwab & Co

Education

1998 - 2000
MBA from Weatherhead School of Management at Case Western Reserve University
1991 - 1995
BA from Carleton College

More Information

Social Presence :

Prographics :

Exp : 28 Location : Cleveland, Ohio, United States Job Level : N/A Designation : Partner, Wealth Advisor at Stratos Wealth Partners
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Insights For Selling To Kurt

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kurt is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Kurt

  • 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 Kurt move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Kurt take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Kurt

Personality Compatibility


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