Philip Lopez

Balancer
DISC Type : S

Financial Advisor at Oswald Companies

Beachwood, Ohio, United States

Overview

Philip is a Vice President and Financial Advisor at Oswald Companies with over three decades of experience. He specializes in wealth management, business succession, and estate planning for professionals and business owners. He holds a Bachelors Degree from Baldwin Wallace University.

He appears to be actively engaged in his local community, participating on panels and connecting with other community leaders. Philip also maintains a connection with his alma mater, Baldwin Wallace University, and follows local business and legal firms.

He was promoted to Vice President at Oswald Companies after starting his third full calendar year with the firm.

Personality Overview

Process-Oriented

Risk-Averse

Good Listener

Even if it takes time, they prefer following the process.  They are comfortable taking a long term view. They are polite and respectful but practical.

Topics They Care About

Wealth Management
Focuses on providing investment and insurance products to professionals, business owners, and athletes to help them achieve growth and protection.
Community Leadership
His social media activity shows an appreciation for and engagement with local community leaders and organizations.
Business Succession
His professional profile highlights expertise in developing business succession, executive benefits, and estate planning strategies for clients.

Media Appearances

Oswald Unites Bernie Kosar with Business and Sports Leaders. Featured in Oswald Companies – Media Center

See Now

[Video] Buy‑Sell Agreements Have Changed – What That Means for You. Featured in Oswald Companies – Media Center (Video)

See Now

Work History

7-2023
Financial Advisor at Oswald Companies
2-1995 - 7-2023
Registered Representative and Financial Advisor, Park Avenue Securities. at Capital Planners- a Lifetime Financial Growth Company

Education

1990 - 1994
Bachelor's Degree from Baldwin Wallace University

More Information

Social Presence :

Prographics :

Exp : 31 Location : Beachwood, Ohio, United States Job Level : N/A Designation : Financial Advisor at Oswald Companies
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Insights For Selling To Philip

During A Call Or A Meeting

DO's

  • Be personal and polite and slightly formal
  • Encourage them to invite other key stakeholders for discussions
  • Focus on making them comfortable before really commencing the sales motion

DONT's

  • Do not sound very transactional, make extra effort to be genuinely interested
  • Skip mentioning details that are confusing
  • Don’t brush off their concerns, their comfort with you will go down

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Philip is

  • What matters the most to them is low risk, adoption by others and proven case studies.
  • Will you ever get a clear answer from Philip

  • They never like to say no directly, they postpone the decisions or just go silent.

Insights For Deal Planning

    How fast (or slow) will Philip move?

  • They can be very slow in making decisions.
  • Can Philip take some risk or not?

  • They are very likely to play it safe rather than taking risk.

You And Philip

Personality Compatibility


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