Paul Stadfeld CFP®, ChFC, CLU, RICP

Examiner
DISC Type : sc

Wealth Management Advisor and Partner at Convergence Capital

United States

Overview

Paul Stadfeld is a Wealth Management Advisor and partner at Convergence Capital, affiliated with Northwestern Mutual for over 13 years. He holds CFP®, CLU®, and ChFC® designations, specializing in crafting personalized financial solutions in investment management, retirement planning, and insurance for his clients.

Outside of work, Paul resides in Needham, Massachusetts, with his wife and two daughters. He is an active community member, volunteering with local charities and participating in the Needham Business Association. He enjoys spending his free time traveling with his family and playing golf.

He is a three-time recipient of the Northwestern Mutual Master Achievement Award, an honor given to only about 10 of the 7, 000 advisors in the US.

Personality Overview

Late Adopter

Status Quo Seeker

Unexpressive

They do not like taking risks at all and go for proven options in the end.  They are thorough and always follow a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Comprehensive Financial Planning
His practice is centered on providing personalized financial planning and advisory services to help clients achieve a more secure future.
Wealth Protection & Growth
He focuses on helping clients both protect and grow their wealth, utilizing strategies that include investment management and various insurance products.
Retirement Planning
A core part of his advisory services involves creating long-term strategies to help his clients prepare for and navigate their retirement years.

Media Appearances

Paul has no verified media appearances

Work History

6-2024
Wealth Management Advisor and Partner at Convergence Capital
2-2010
Wealth Management Advisor: CFP®, CLU®, CLTC, Series 7, 65, 6, 63 at Northwestern Mutual

Education

1998 - 2002
Education details unavailable from Emory University
Education details unavailable from Needham High School

More Information

Social Presence :

Prographics :

Exp : 15 Location : United States Job Level : N/A Designation : Wealth Management Advisor and Partner at Convergence Capital
URL has been copied!

Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul is

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

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Paul move?

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

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

You And Paul

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.