Paul Wickert

Examiner
DISC Type : cs

Managing Director at Bridgemark Strategies

Omaha Metropolitan Area, United States

Overview

Paul Wickert is a Managing Director at Bridgemark Strategies, specializing in guiding financial advisors through critical transitions like broker-dealer changes and succession planning. A University of Nebraska graduate, he leverages his experience since 2012 to provide a transparent, conflict-free due diligence process for premier advisors.

Outside of work, Paul is a family man who resides in the Omaha area with his wife and three children. He enjoys hiking, golfing, and hunting, and is a fan of the Kansas City Chiefs. He also volunteers as a chapter advisor for his fraternity at the University of Nebraska.

Interesting fact: He recreated a photo with his oldest son at a Chiefs game, eight years after taking the original on the day his son was born.

Personality Overview

Process Oriented

Tough To Convince

Late Adopter

Being observant comes to them naturally.  They tend to be clear about their needs and limitations and are unlikely to promise too much. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Advisor Transitions
His core role involves consulting financial advisors on navigating broker-dealer changes and evaluating RIA options to find the best fit for their business.
Succession Planning
He actively works on solutions for financial advisors planning their exit strategy, including mergers and acquisitions, to ensure a smooth transition for their clients.
Independent Advisor Models
He addresses the misconception that going independent means losing support, highlighting pathways that offer both autonomy and strong institutional backing.

Media Appearances

Paul has no verified media appearances

Work History

10-2022
Managing Director at Bridgemark Strategies
5-2021 - 10-2022
Senior Vice President, Advisor Consulting at Bridgemark Strategies
12-2016 - 4-2021
Regional Vice President at Pacific Life
6-2016 - 11-2016
Senior Internal Wholesaler at Pacific Life
1-2015 - 5-2016
LTC Internal Wholesaler at Pacific Life

Education

2007 - 2012
Bachelor of Science (B.S.) from University of Nebraska-Lincoln

More Information

Social Presence :

Prographics :

Exp : 12 Location : Omaha Metropolitan Area, United States Job Level : Mid-senior Designation : Managing Director at Bridgemark Strategies
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Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul is

  • For them, low risk and acceptance by others are very important, followed by proof of 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 do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Paul take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Paul

Personality Compatibility


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