Philip Schaefer, LUTCF, FSCP

Questioner
DISC Type : c

Financial Advisor at WestPoint Financial Group

Indianapolis, Indiana, United States

Overview

Philip Schaefer is a Financial Advisor with WestPoint Financial Group, where he focuses on comprehensive financial planning and wealth management for families and business owners. An alumnus of Butler Universitys Lacy School of Business, he holds both the LUTCF and FSCP® designations to support his clients goals.

A lifelong Indianapolis resident, Philip enjoys spending time with his wife and two children. He is an avid golfer and a dedicated fan of Butler basketball and the NFLs Indianapolis Colts, following the teams closely.

He recently moved his practice to the highly recognizable 8888 Keystone Xing building on the north side of Indianapolis.

Personality Overview

Cautious & Analytical

Value Seeker

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Retirement Planning
He frequently posts about reviewing 401k/403b plans and has a new platform to help clients maximize growth for retirement.
Wealth Management
His practice is centered on providing wealth management services and asset accumulation strategies for high-net-worth families and institutions.
Business Succession
Lists succession planning and group benefits for business owners as one of his main areas of professional focus.

Media Appearances

Philip has no verified media appearances

Work History

8-2002
Financial Advisor at WestPoint Financial Group
8-2005
Financial Advisor at MassMutual
6-2001 - 8-2002
Supervisor at First Financial Planners, Inc.

Education

1997 - 2001
Bachelor's degree from Butler University - Lacy School of Business
1997 - 2001
Bachelor's from Butler University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Indianapolis, Indiana, United States Job Level : N/A Designation : Financial Advisor at WestPoint Financial Group
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Insights For Selling To Philip

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Philip is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Philip

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Philip move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Philip take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Philip

Personality Compatibility


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