Nathan Smith

Questioner
DISC Type : c

Financial Planner at Prudential Financial

United States

Overview

Nathan Smith is a Financial Planner with Prudential Advisors, where he specializes in comprehensive, fee-based financial planning. A graduate of Towson University with a BBA, he holds Series 7 and 66 certifications. He was honored as the youngest advisor in his firms Top 10 in 2024.

During college, Nathan served as the Treasurer for his chapter of the Phi Sigma Kappa Fraternity. His interests include following major financial publications and companies like Forbes, reflecting a deep engagement with the business world beyond his daily professional responsibilities.

In 2018, Nathan was named his firms Top Rookie, foreshadowing his later success and leadership within the company.

Personality Overview

Price-Sensitive

Not Easily Convinced

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Comprehensive Financial Planning
His core specialty involves creating detailed and robust financial plans for his clients, working consultatively with them and their other advisors.
Market Analysis
He frequently shares market commentary regarding inflation, interest rate cycles, and other macroeconomic trends that impact financial planning.
Mindful Spending
He promotes concepts like "financial fasting, " indicating an interest in helping clients develop more conscious and deliberate spending habits.

Media Appearances

Nathan Smith | Cockeysville, MD - Prudential Financial. Featured in Prudential.com

See Now

Work History

Financial Planner at Prudential Financial
5-2015 - 5-2016
Treasurer at Phi Sigma Kappa Fraternity

Education

2014 - 2017
Bachelor of Business Administration (BBA) from Towson University
2012 - 2014
Associate of Arts (A.A.) from Montgomery College

More Information

Social Presence :

Prographics :

Exp : 1 Location : United States Job Level : N/A Designation : Financial Planner at Prudential Financial
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Insights For Selling To Nathan

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nathan is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Nathan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Nathan move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Nathan take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Nathan

Personality Compatibility


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