Matthew Gillette

Observer
DISC Type : ic

Founder at Gillette Wealth Management

Indianapolis, Indiana, United States

Overview

Matthew Gillette is the Founder of Gillette Wealth Management, where he applies over 17 years of experience in multi-generational financial planning. A graduate of Indiana Universitys Kelley School of Business, he specializes in retirement and estate-planning strategies for high-net-worth clients, focusing on building lasting relationships to achieve outstanding outcomes.

Personality Overview

Example Seeker

Assertive

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Multi-generational Wealth
His firm's primary focus is on creating sophisticated, multi-generational stewardship and wealth management solutions for families and executives.
Fine Wines
He is a Partner at Adobe Road Winery, integrating his personal love for fine wines into a business he enjoys sharing with clients and others.
Motorsports
His involvement with Adobe Road Winery, a brand deeply connected to professional car racing, reflects his personal passion for "fast cars. "

Media Appearances

Matthew Gillette - Gillette Wealth Management | Northwestern Mutual. Featured in Forbes

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Crosswinds Conversations | Curtis Interviews Matt Gillette, Owner of Gillette Wealth Management. Featured in Facebook (Crosswinds Conversations)

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Curtis Interviews Matt Gillette, Owner Of Gillette Wealth Management. Featured in YouTube

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Work History

7-2005
Founder at Gillette Wealth Management
9-2021
Partner at Adobe Road Winery
Wealth Management Advisor at Northwestern Mutual

Education

2002 - 2006
Bachelor of Science (B.S.) from Indiana University - Kelley School of Business

More Information

Social Presence :

Prographics :

Exp : 20 Location : Indianapolis, Indiana, United States Job Level : Leadership Designation : Founder at Gillette Wealth Management
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Persuade objectively how your product will help them achieve their goals
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Matthew

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Matthew take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Matthew

Personality Compatibility


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