Mitchell Sasonoff, CFP®, RICP®, ChFC®

Editor
DISC Type : CS

Partner | Wealth Management Advisor at Korsa Wealth Management

Seattle, Washington, United States

Overview

Mitchell Sasonoff is a Partner and Wealth Management Advisor at Korsa Wealth Management, backed by Northwestern Mutual. He specializes in providing financial planning for tech professionals, business owners, and retirees. Colleagues and clients describe him as knowledgeable, proactive, patient, and trustworthy.

Outside of his professional work, Mitchell enjoys building strong relationships with his clients, which includes activities like hosting golf outings. He has a demonstrated interest in supporting his local community, particularly professionals navigating career transitions in the tech industry.

He has been the "Lives Impact Leader" for his Northwestern Mutual office for four consecutive years, impacting over 640 lives.

Personality Overview

Fact-Driven

Slow Buyer

Sometimes Friendly

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Tech Professionals' Finances
He specializes in serving tech professionals and actively reaches out to offer support during events like industry layoffs.
Tax Planning
He proactively advises clients on upcoming tax law changes, such as Roth IRA conversions and the qualified business income (QBI) tax deduction.
Client Relationships
He hosts client appreciation events, like golf outings, to build strong personal connections beyond financial management.

Media Appearances

Mitchell has no verified media appearances

Work History

6-2023
Partner | Wealth Management Advisor at Korsa Wealth Management
2017
Wealth Management Advisor at Northwestern Mutual
2016 - 2017
Risk Advisor at RSM US LLP
2013 - 2016
Associate at Nordstrom
Wealth Management Advisor at Northwestern Mutual

Education

Retirement Income Certified Professional from The American College of Financial Services
Certified Financial Planner from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 13 Location : Seattle, Washington, United States Job Level : N/A Designation : Partner | Wealth Management Advisor at Korsa Wealth Management
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Insights For Selling To Mitchell

During A Call Or A Meeting

DO's

  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself

DONT's

  • Avoid emotional and informal language, stay objective and to the point instead
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mitchell is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Mitchell

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Mitchell move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Mitchell take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Mitchell

Personality Compatibility


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