Robert Field, Jr. CFS® CF2®NSSA®

Enigma
DISC Type : icd

Financial Planner and Partner at Nelson Financial Planning

Winter Park, Florida, United States

Overview

Robert Field, Jr. is a Partner and Financial Planner at Nelson Financial Planning with over 30 years of industry experience. A graduate of Sam Houston State University, he holds Certified Financial Fiduciary™ and National Social Security Advisor certifications, specializing in personalized wealth management and retirement strategies for families.

Originally a lifelong Texan, Robert now lives in Central Florida with his wife, Jennifer, and they have two grown sons. He is an avid golfer and fisherman, taking advantage of the local lifestyle in his personal time.

Unique Fact: Robert is a certified specialist in Social Security optimization, helping clients strategically coordinate their benefits with investment income.

Personality Overview

Fast Follower

Hard To Convince

Challenger

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are likely to ask many questions and look heavily for supporting proof as well as information. They are generally strong communicators and are not easy to convince.

Topics They Care About

Retirement Planning
He specializes in helping individuals and families build, protect, and distribute wealth to secure their financial future in retirement.
Social Security Optimization
As a National Social Security Advisor (NSSA), he helps clients create strategies to maximize their retirement outcomes by coordinating social security and investment income.
Fiduciary Standards
As a Certified Financial Fiduciary™, he is committed to upholding the highest standards of integrity and transparency in all client interactions.

Media Appearances

Robert has no verified media appearances

Work History

8-2015
Financial Planner and Partner at Nelson Financial Planning
3-2012 - 2-2014
Research and Development Manager at Preferred Guest Resorts
2-2010 - 1-2012
Senior Portfolio Analyst at Life Settlement Acquisitions
1-2008 - 1-2010
Vice President of Marketing at Trinity Financial Services
10-1998 - 2-2008
Regional Vice President at Nationwide Financial Services

Education

1977 - 1983
Bachelor of Business Administration - BBA from Sam Houston State University
Education details unavailable from Spring High School -- Spring, TX

More Information

Social Presence :

Prographics :

Exp : 25 Location : Winter Park, Florida, United States Job Level : N/A Designation : Financial Planner and Partner at Nelson Financial Planning
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."
  • Build rapport slwly without rushing, it will come handy to handle hard questions later
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked

DONT's

  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t brush off any concerns, take all questions seriously. They are easily deterred
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Robert

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Robert take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Robert

Personality Compatibility


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