Mike Stopera, CFP®, MBA

Sharpshooter
DISC Type : CD

Wealth Management Advisor at Northwestern Mutual

Albany, New York Metropolitan Area, United States

Overview

Mike Stopera is a Wealth Management Advisor at Northwestern Mutual, holding both CFP® and MBA credentials from Alfred University. He specializes in creating personalized financial solutions, focusing on risk management, and wealth accumulation and preservation. Mike has been recognized by Forbes as a Best-In-State Top Financial Security Professional.

Outside of his financial practice, Mike is a former college athlete who played basketball for Alfred University. Based on his social media activity, he appears to be family-oriented, sharing ideas for family vacations and focusing on long-term planning for lifes biggest moments.

Unique fact: Mike was a guard on the Alfred University mens basketball team.

Personality Overview

Fast But Analytical

Rigorous & Demanding

Thorough Evaluator

They like to move fast and expect the same from others.  They take a lot of pride in personal achievements. More than the product, they care about the impact of the product.

Topics They Care About

Comprehensive Financial Planning
His entire career is built around helping clients define their financial future through personalized, needs-based analysis and customized solutions.
Retirement Strategies
He actively shares content about the importance of having a financial plan in place to make the decision to retire an easy one.
College Athletics
He played college basketball for the Alfred University Saxons, showing a direct and personal connection to collegiate sports.

Media Appearances

Michael Stopera - Northwestern Mutual - Forbes. Featured in Forbes

See Now

Michael Stopera, Wealth Management Advisor - Albany, NY 12211. Featured in Northwestern Mutual

See Now

Work History

10-2019
Wealth Management Advisor at Northwestern Mutual
11-2014
Field Director at Northwestern Mutual
4-2012
Financial Advisor at Northwestern Mutual

Education

2007 - 2012
M.B.A. from Alfred University
Education details unavailable from Scotia-Glenville High School

More Information

Social Presence :

Prographics :

Exp : 13 Location : Albany, New York Metropolitan Area, United States Job Level : Mid-senior Designation : Wealth Management Advisor at Northwestern Mutual
URL has been copied!

Insights For Selling To Mike

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Hold your ground without indulging in one-upmanship

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Avoid being a storyteller and don’t try to oversell
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mike is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Mike

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Mike move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Mike take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Mike

Personality Compatibility


Other Northwestern Mutual Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.