Paul A. Phillips, CFP®, ChFC®

Inquirer
DISC Type : cd

Senior Financial Advisor - Personal Advice Services at Vanguard

Dallas-Fort Worth Metroplex, United States

Overview

Paul has no verified overview

Personality Overview

Hard To Convince

Upfront

Demanding

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Paul has no verified topics they care about

Media Appearances

Paul has no verified media appearances

Work History

8-2025
Senior Financial Advisor - Personal Advice Services at Vanguard
8-2022 - 9-2025
Director - Advanced Planning at First Command Financial Services, Inc.
11-2021 - 8-2022
Associate Director - Advanced Planning Consultants at First Command Financial Services, Inc.
6-2019 - 12-2021
Senior Financial Planner at MissionSquare Retirement
4-2018 - 6-2019
Wealth Management Advisor at U.S. Bank

Education

Bachelor of Arts (B.A.) from Michigan State University
Financial Planning and Services from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 30 Location : Dallas-Fort Worth Metroplex, United States Job Level : N/A Designation : Senior Financial Advisor - Personal Advice Services at Vanguard
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Insights For Selling To Paul A.

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul A. is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Paul A.

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Paul A. move?

  • Their decision making speed is somewhere in the middle.
  • Can Paul A. take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Paul A.

Personality Compatibility


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