Rob Armstrong

Commander
DISC Type : D

Chapter President-Westlake Select at BNI (Business Network International)

Charlotte, North Carolina, United States

Overview

Rob Armstrong is a Financial Advisor at Consolidated Planning with a degree in economics and psychology from UNC-Charlotte. He specializes in helping families and businesses organize and protect their finances. People who have worked with him often describe him as knowledgeable, professional, and strategic, valuing his attentive approach to their needs.

Originally from Greensboro, Rob has been a Charlotte resident for 35 years and is the father of two children, Ava and Beck. Outside of his professional life, he is passionate about spending time with family and friends, enjoying live music, boating, and skiing.

His career began in broadcasting on a financial radio show, which sparked his passion for working directly with clients.

Personality Overview

Impact-Driven

Very Quick

Candid & Clear

More than the product, they care about the impact of the product.  They are not always relationship oriented. They respond well to strong and respectful communication.

Topics They Care About

Financial Legacy
His professional focus is on helping clients organize their finances to create a lasting financial legacy for their families and businesses.
Business Networking
He is highly active in the local business community as the Chapter President for the Westlake Select chapter of BNI (Business Network International).
Retirement Planning
He frequently shares content and insights about preparing for retirement, emphasizing it as the start of a new adventure.

Media Appearances

Rob has no verified media appearances

Work History

1-2025
Chapter President-Westlake Select at BNI (Business Network International)
11-2021
Financial Advisor at Consolidated Planning, Inc.
1-2021
Real Estate Broker at Keller Williams Realty, Inc.
1-2002
President at R ARMSTRONG VENTURES
9-2020 - 11-2021
Financial Advisor at Dempsey Lord Smith, LLC

Education

S7 S66 Life/Health Insurance/Medicare/LTC from FINRA
2002 - 2022
Broker from NC Real Estate Commission

More Information

Social Presence :

Prographics :

Exp : 23 Location : Charlotte, North Carolina, United States Job Level : N/A Designation : Chapter President-Westlake Select at BNI (Business Network International)
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Insights For Selling To Rob

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Speak about competitive differentiation that your product offers

DONT's

  • Avoid being too verbose
  • Avoid being a storyteller and don’t try to oversell
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rob is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Rob

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Rob move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Rob take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Rob

Personality Compatibility


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