Robert Szigeti, CIMA

Examiner
DISC Type : cs

President, Managing Partner at SG Wealth Management, LLC

Princeton, New Jersey, United States

Overview

Robert is the President and Managing Partner at SG Wealth Management, with extensive experience in the financial services industry. A Certified Investment Management Analyst from the Wharton School, he has a history of managing significant portfolios at major firms like UBS Financial Services and Citigroup, specializing in services for high-net-worth clients.

Personality Overview

Overcautious

Process Oriented

Unexpressive

The only way to convince them is by showing them examples and ample proof.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Holistic Wealth Management
His career focus is developing customized, long-term strategies in asset management, retirement, and portfolio management for affluent clients.
Legacy & Estate Planning
Frequently shares content on the importance of having a robust estate strategy and the steps required to calculate an estate's value.
Risk Management
Emphasizes the need for liability protection, such as umbrella insurance, to provide financial peace of mind for clients.

Media Appearances

Robert has no verified media appearances

Work History

1-2015
President, Managing Partner at SG Wealth Management, LLC
2010 - 1-2015
Partner, Independent Advisor at LEXCO Wealth Management, Inc.
2008 - 2009
Director Business Development at Vardon Capital Management
2004 - 2007
Vice President - Investments at UBS Financial Services
1997 - 2004
HNW Advisor / Controller Salomon Brothers Asset Management at Citigroup

Education

2004 - 2005
Certified Investment Management Analyst from The Wharton School
MBA from Fairleigh Dickinson University

More Information

Social Presence :

Prographics :

Exp : 36 Location : Princeton, New Jersey, United States Job Level : N/A Designation : President, Managing Partner at SG Wealth Management, LLC
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Robert

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Robert take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Robert

Personality Compatibility


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