Robert Auclair, CFP®

Observer
DISC Type : ci

Host-Successful Living at WPRI Media & Marketing

East Greenwich, Rhode Island, United States

Overview

Robert Auclair is the Principal of Balanced Wealth Management, a firm he founded in 2015. A Certified Financial Planner™ and Providence College graduate, he specializes in creating long-term asset management strategies for pre-retirees. He frequently shares his expertise on local NBC and CBS affiliates as the host of "Retire with Balance. "

Inspired by his father, a business professor who provided complimentary financial planning, Robert is passionate about community service. He is actively involved in youth sports as a basketball coach and dedicates time to mentoring student-athletes at Providence College and the University of Rhode Island on financial literacy.

His approach to finance is deeply influenced by his fathers community-focused ethos, prioritizing people and education over transactions.

Personality Overview

Curious

Assertive

Example Seeker

They often ask many questions and rely heavily on information and documentation.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Retirement Planning
He focuses on serving pre-retirees and hosts a television show called "Retire with Balance, " discussing topics like Social Security, asset allocation, and wealth management.
Financial Literacy
He educates student-athletes at the University of Rhode Island and Providence College on managing Name, Image, and Likeness (NIL) income, emphasizing informed financial decisions.
Youth Mentorship
Actively involved in his community as a volunteer youth basketball coach, applying principles of discipline and strategy from sports to financial planning.

Media Appearances

Robert has no verified media appearances

Work History

7-2019
Host-Successful Living at WPRI Media & Marketing
10-2017
Member at CFA Society Rhode Island
3-2015
Principal at Balanced Wealth Manangement
1-2013
Member at Estate Planning Council of Rhode Island
2-2011 - 2-2015
Financial Planning Pro at The Money Pros

Education

1992 - 1996
Bachelor of Arts - BA from Providence College
1988 - 1992
Education details unavailable from La Salle Academy RI

More Information

Social Presence :

Prographics :

Exp : 28 Location : East Greenwich, Rhode Island, United States Job Level : Senior Designation : Host-Successful Living at WPRI Media & Marketing
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Help them realize that there is no personal risk in making this decision
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Robert

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They like to analyze well and then make their decisions.
  • Can Robert take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Robert

Personality Compatibility


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