Mike Sturm, APMA® CRPC ™️

Evaluator
DISC Type : scd

Financial Advisor at RoseStone Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, LLC

Tulsa, Oklahoma, United States

Overview

Mike Sturm is a Financial Advisor at RoseStone Wealth Advisors with 13 years of experience specializing in retirement planning, investments, and insurance. An alumnus of Oklahoma State University, he focuses on delivering personalized financial advice to help clients achieve their long-term goals.

Outside of his professional life, Mike is an active member of his community, volunteering with organizations like the Eastern Oklahoma Food Bank and the Knights of Columbus. He enjoys camping, hiking, racing cars, and attending his childrens sporting events.

Unique fact: Mike is an Eagle Scout, the highest and most prestigious achievement in the Boy Scouts of America.

Personality Overview

Hard To Convince

Quality Focused

Thorough Evaluator

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Retirement Planning
His practice is centered on helping clients prepare for their future using a personalized and comprehensive "Confident Retirement®" approach.
Investment Strategies
He advises clients on investment strategies designed to outpace inflation and achieve long-term financial growth, a topic he frequently posts about.
Community Volunteering
He has a demonstrated commitment to service through his involvement with the Eastern Oklahoma Food Bank, Knights of Columbus, and the Alzheimer's Association.

Media Appearances

Mike has no verified media appearances

Work History

10-2018
Financial Advisor at RoseStone Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, LLC
9-2017 - 10-2018
Personal Financial Representative at Allstate Financial Services, LLC
3-2017 - 9-2017
Financial Representative at COUNTRY Financial®
9-2014 - 3-2016
Financial Advisor at Merrill Lynch
12-2002 - 9-2014
General Manager/Construction Clean Sales & Project Manager at Commercial Cleaning/Multi-Clean Of Tulsa

Education

Economics from Oklahoma State University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Tulsa, Oklahoma, United States Job Level : N/A Designation : Financial Advisor at RoseStone Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, LLC
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Insights For Selling To Mike

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mike is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Mike

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Mike move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Mike take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Mike

Personality Compatibility


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