Luke Crapo

Critic
DISC Type : C

Financial Advisor at Northwestern Mutual

Kaysville, Utah, United States

Overview

Luke Crapo is a distinguished Financial Advisor with Northwestern Mutual, holding CFP® and ChFC® designations. Recognized by Forbes as a Top Best-in-State Financial Security Professional, the Weber State University graduate focuses on simplifying complex financial matters for his clients in a jargon-free environment.

Outside of his professional life, Luke is an accomplished competitive golfer and a former member of the Weber State University golf team. He actively participates in Utahs amateur golf circuit and supports community causes, including events for childhood cancer research like Alexs Lemonade Stand Foundation.

Interesting fact: Luke served a two-year LDS Church mission in Brazil and is fluent in Portuguese.

Personality Overview

ROI Driven

Negotiator

Critic

They prefer to analyze logically and value objective facts over emotions.  It is very likely that they will negotiate pricing or other important terms. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Competitive Golf
A former Weber State University collegiate golfer, he actively competes in high-level tournaments like the Utah State Amateur and U. S. Mid-Amateur qualifiers.
Financial Planning
A core focus of his practice is to provide a pressure-free, judgment-free environment to help clients understand and achieve their financial dreams.
Childhood Cancer Causes
Through his firm, he supports charities such as Alex's Lemonade Stand Foundation and participates in events like the Golf for Joy Tournament to support pediatric cancer.

Media Appearances

Luke has no verified media appearances

Work History

1-2018
Financial Advisor at Northwestern Mutual
1-2016
Financial Representative at Northwestern Mutual
5-2013 - 5-2016
Pro Shop Assistant at Davis Park Golf Course

Education

2009 - 2015
Bachelor's degree from Weber State University
2009 - 2015
Bachelor’s Degree from Weber State University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Kaysville, Utah, United States Job Level : Junior Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Luke

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Luke is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Luke

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Luke move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Luke take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Luke

Personality Compatibility


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