Phillip Mitchell, CFA, CPA

Critic
DISC Type : C

President at Kroon & Mitchell

Grand Rapids, Michigan, United States

Overview

Phillip is the President of Kroon & Mitchell Asset Management, where he specializes in creating integrated financial strategies for individuals and small businesses. He leverages his background managing institutional portfolios at Delta Dental and holds both CFA and CPA certifications. Phillip earned his bachelors and masters degrees from Michigan State University.

Outside of his professional work, Phillip resides in the Grand Rapids, Michigan area with his wife and two children. He stays current on financial news through publications like the Financial Times and CNN Business.

Phillip holds dual high-level designations as a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA).

Personality Overview

Negotiator

Information Seeker

Precise

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Integrated Financial Planning
His current role focuses on combining tax, investment, and retirement planning into a cohesive financial strategy for clients.
Small Business Finance
He provides specialized advice and shares content on topics like retirement tools for small business owners.
Navigating Market Volatility
Actively shares insights and commentary on managing investments during volatile market conditions.

Media Appearances

WZZM Feature: Money Saving Tips with Kroon & Mitchell. Featured in WZZM (TV)

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Phil Mitchell talks with Shelley Irwin on a Special Edition Panel on COVID-19. Featured in Kroon & Mitchell

See Now

Work History

4-2013
President at Kroon & Mitchell
8-2007 - 4-2013
Investment Portfolio Manager at Delta Dental of Michigan
8-2003 - 8-2007
Portfolio Manager/Equity Analyst/Trader at CornerCap Investment Counsel
10-2000 - 7-2003
Investment Analyst at Bell Capital Management

Education

2008 - 2009
Master's degree from Michigan State University - Eli Broad College of Business
1997 - 2000
Bachelor's degree from Michigan State University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Grand Rapids, Michigan, United States Job Level : N/A Designation : President at Kroon & Mitchell
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Insights For Selling To Phillip

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Tell them what ROI they can expect
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phillip is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Phillip

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Phillip move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Phillip take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Phillip

Personality Compatibility


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