Phillip P. Putney, CPA, PFS, MST

Questioner
DISC Type : c

President at AFS Wealth Management

Farmington, Michigan, United States

Overview

Phillip is the President of AFS Wealth Management, a firm he founded to focus on retirement planning. A CPA with a Masters in Taxation from Walsh College, he specializes in creating tax-efficient financial strategies for business owners and retirees, leveraging over 30 years of experience in the industry.

A long-time resident of Livonia, Michigan, Phillip is family-oriented and active in his local church. He and his family enjoy the outdoors, particularly camping, having once taken a 3, 500-mile camping trip to the Grand Canyon. This suggests a love for travel and creating memorable family experiences.

Unique fact: Phillip is recognized as one of Ed Slotts Master Elite IRA Advisors, a designation held by a select group of financial advisors nationwide.

Personality Overview

Systematic

Price-Sensitive

Not Easily Convinced

They prefer to fully evaluate every situation.  They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Retirement Income
His practice focuses on financial planning for retirees, and he holds a Master Elite IRA Advisor designation, indicating deep expertise in retirement strategies.
Tax Burden Management
As a CPA with a Master's in Taxation, he founded his own accounting firm to help business owners minimize their tax liabilities.
Market Outlook
His recent online activity centers on analyzing 2024 market performance and discussing economic indicators and opportunities for 2025.

Media Appearances

Phillip Putney, CPA, PFS, MST - AFS Wealth Management. Featured in WealthTender

See Now

Work History

10-2007
President at AFS Wealth Management
1995
Founder at Putney & Associates, PC

Education

1990 - 1993
MST from Walsh College
1986 - 1989
BSBA from Lawrence Technological University

More Information

Social Presence :

Prographics :

Exp : 31 Location : Farmington, Michigan, United States Job Level : Leadership Designation : President at AFS Wealth Management
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Insights For Selling To Phillip P.

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • 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 Phillip P. 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 Phillip P.

  • 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 Phillip P. move?

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

  • Can Phillip P. take some risk or not?

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

You And Phillip P.

Personality Compatibility


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