Phil Reiter

Visionary
DISC Type : Ds

Wealth Management Advisor at Northwestern Mutual

Rochester, Minnesota, United States

Overview

Phil Reiter is a Wealth Management Advisor with Northwestern Mutual, a firm he has been with since starting as an intern in 2004. He specializes in creating financial solutions for medical professionals, business owners, and families. He is an alumnus of the University of Minnesota.

Outside of his professional life, Phil is a family man who lives in the Lake Minnetonka area with his wife and two children. He is actively involved in his community by coaching his kids sports teams and enjoys spending time on the lake and playing golf.

He has built his entire two-decade career at a single firm, advancing from a college intern to a successful Wealth Management Advisor.

Personality Overview

Risk Tolerant

Objective Evaluator

Big Vision Person

Reading between the lines and seeing beyond your words comes naturally to them.  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

Medical Professional Finances
His practice is specifically geared towards helping medical and business professionals navigate their unique financial situations and make wise decisions.
Family Financial Planning
He frequently posts about the importance of financial planning for growing families, such as when a new child is on the way.
Retirement Strategies
A core part of his client focus involves working with individuals who are approaching retirement to help them secure their financial future.

Media Appearances

Philip Reiter, Wealth Management Advisor - Rochester, MN 55901. Featured in Northwestern Mutual

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Philip Reiter - Northwestern Mutual - Forbes. Featured in Forbes

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Philip Reiter - Northwestern Mutual | Rochester MN (Video Page). Featured in Facebook

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Work History

1-2004
Wealth Management Advisor at Northwestern Mutual

Education

2001 - 2005
Education details unavailable from University of Minnesota

More Information

Social Presence :

Prographics :

Exp : 21 Location : Rochester, Minnesota, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Phil

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Let them know of potential risks but suggest mitigation methods alongside
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons
  • 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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