Larry Fiorini, CFP®,CLU®

Doer
DISC Type : sd

Financial Advisor at Flagship Financial LLC

Pottstown, Pennsylvania, United States

Overview

Larry Fiorini is the President and a Financial Advisor at Flagship Financial, LLC, holding CFP® and CLU® designations. He specializes in advising successful executives on making smart financial decisions that align with their professional and personal lives. He is a graduate of Widener University.

He lives in West Chester, PA, with his wife and three children. In his spare time, Larry is an avid golfer and skier and prioritizes spending quality time with his family.

As the President of his own firm, he has built a practice focused on helping senior executives manage increasing complexity.

Personality Overview

Strategic Planner

Deliberate Doer

Risk-Accepting

Reading between the lines and seeing beyond your words comes naturally to them.  They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Executive Advising
His entire practice is built around advising senior executives on how to manage their careers and finances to support their personal lives as responsibility increases.
Market Analysis
Regularly posts detailed weekly updates and analysis on stock market performance, including the S&P 500 and Nasdaq, for his clients and network.
Work-Life Balance
Focuses on helping clients advance professionally without sacrificing their life outside of work, serving as an advisor to help them prioritize what truly matters.

Media Appearances

Larry has no verified media appearances

Work History

1-2021
Financial Advisor at Flagship Financial LLC
1-2006 - 1-2021
Principal at CLA Wealth Advisors

Education

1984 - 1989
Bachelor of Science (BS) from Widener University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Pottstown, Pennsylvania, United States Job Level : N/A Designation : Financial Advisor at Flagship Financial LLC
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Insights For Selling To Larry

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Larry is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Larry

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Larry move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Larry take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Larry

Personality Compatibility


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