Nicholas Rogers

Examiner
DISC Type : sc

Principal/Financial Advisor at Rogers Financial Group LLC

Yakima, Washington, United States

Overview

Nicholas Rogers is the Principal and Financial Advisor at Rogers Financial Group LLC, affiliated with New York Life. He specializes in creating custom solutions for financial planning, wealth management, and business planning. He is a graduate of San Diego State University and holds WMCP and LUTCF certifications.

As a San Diego native, Nicholas enjoys spending his personal time golfing and fishing. He also values spending quality time with his family outside of his professional commitments.

Unique fact: Nicholas provides comprehensive services including college funding and lifetime income strategies.

Personality Overview

Unexpressive

Tough To Convince

Process Oriented

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. Being observant comes to them naturally.

Topics They Care About

Custom Financial Planning
His entire practice is built around providing clients with custom-tailored solutions for their personal and business financial goals.
Wealth Management
He holds the Wealth Management Certified Professional (WMCP) designation, highlighting his specialized expertise in this area.
Retirement Strategies
A key part of his work involves helping clients manage retirement and develop effective lifetime income strategies.

Media Appearances

Nicholas has no verified media appearances

Work History

3-2003
Principal/Financial Advisor at Rogers Financial Group LLC

Education

Nicholas has no verified education history

More Information

Social Presence :

Prographics :

Exp : 22 Location : Yakima, Washington, United States Job Level : N/A Designation : Principal/Financial Advisor at Rogers Financial Group LLC
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Insights For Selling To Nicholas

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicholas is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Nicholas

  • 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 Nicholas move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Nicholas take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Nicholas

Personality Compatibility


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