Phil Andrews, MBA

Visionary
DISC Type : Ds

Financial Planner at America Group Retirement Strategy Centers (LPL Financial)

Southfield, Michigan, United States

Overview

Phil has no verified overview

Personality Overview

Fast But Thoughtful

Early Adopter

Goal-Oriented

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Phil has no verified topics they care about

Media Appearances

Phil has no verified media appearances

Work History

12-2017
Financial Planner at America Group Retirement Strategy Centers (LPL Financial)
4-2011
Book Author at Self-Published
7-2016 - 11-2017
Investment Adviser Representative and Registered Representative at MassMutual Financial Group
2-2008 - 6-2016
Financial Services Representative and Investment Advisor Representative at MetLife
2004 - 2007
Sales Manager at Centex Homes

Education

1995 - 1997
Master of Business Administration (MBA) from Wayne State University
1991 - 1993
Bachelor of Science (BS) from Wayne State University

More Information

Social Presence :

Prographics :

Exp : 30 Location : Southfield, Michigan, United States Job Level : N/A Designation : Financial Planner at America Group Retirement Strategy Centers (LPL Financial)
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Insights For Selling To Phil

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phil is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Phil

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Phil move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Phil take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Phil

Personality Compatibility


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