Rodney J.Parivechio, CFP®- Prime Point Financial

Enthusiast
DISC Type : i

Wealth Management Advisor- Prime Point Financial at Northwestern Mutual

Atlanta, Georgia, United States

Overview

Rodney is a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™ with over 20 years of experience, leading Prime Point Financial at Northwestern Mutual. He focuses on comprehensive financial strategies and generational wealth planning. A Georgia Southern University graduate, he was named a "Top 40 Advisor Under 40" in Atlanta for multiple years.

Personality Overview

Story Driven

Optimistic

Consensus Focused

Unlike D or C types, they are convinced more by stories and testimonials.  They prefer to build relationships rather than staying totally transactional. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Generational Wealth
His practice specializes in crafting comprehensive generational family planning and retirement strategies to ensure clients' long-term financial security.
Holistic Financial Planning
He implements a planning approach that addresses both offensive strategies for growth and defensive strategies for asset protection.
Youth Baseball
He is actively involved in his community as a coach at Buckhead Baseball, demonstrating a passion for youth sports and mentorship.

Media Appearances

Rodney Parivechio - Prime Point Financial | Northwestern Mutual. Featured in Forbes

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Rodney J. Parivechio, Wealth Management Advisor and Co-Founder. Featured in Northwestern Mutual

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Work History

2-2012
Wealth Management Advisor- Prime Point Financial at Northwestern Mutual
5-2010 - 12-2011
Vice President - Global Equity Sales & Trading at NeoNet Securities
4-2006 - 3-2009
Portfolio & Automated Trading VP at Merrill Lynch
1-2004 - 2-2006
NYSE Institutional Block Trading at Merrill Lynch
2-2000 - 12-2003
Global Markets and Investment Banking at Merrill Lynch

Education

1995 - 1999
BBA from Georgia Southern University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Atlanta, Georgia, United States Job Level : N/A Designation : Wealth Management Advisor- Prime Point Financial at Northwestern Mutual
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Insights For Selling To Rodney J.Parivechio, CFP®-

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Refer to interesting customer testimonials and stress on great customer experience
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rodney J.Parivechio, CFP®- is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Rodney J.Parivechio, CFP®-

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Rodney J.Parivechio, CFP®- move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Rodney J.Parivechio, CFP®- take some risk or not?

  • They can take some low-probability risks if needed.

You And Rodney J.Parivechio, CFP®-

Personality Compatibility


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