Rogel Spencer, CFP®, RICP®, ChFC®, CLU®, CASL®

Enthusiast
DISC Type : i

Founder | CEO at Noir Capital

New York, New York, United States

Overview

Rogel Spencer is the Founder and CEO of Noir Capital, where he provides specialized financial planning for professional athletes and coaches. He earned a Bachelors degree in Architecture from Temple University, where he was also a Division I football player, before transitioning into finance and launching his own firm.

Personality Overview

Story Driven

Optimistic

Non-Confrontational

Unlike D or C types, they are convinced more by stories and testimonials.  They agree with others often, so exercise caution when relying on their word. They are more about building relationships than just cutting deals.

Topics They Care About

Planning for Athletes
His firm, Noir Capital, specializes in creating targeted financial plans for coaches and athletes, addressing the unpredictability and nuances of careers in professional sports.
Generational Wealth
Passionate about supporting underserved communities, he focuses on helping first-generation wealth builders create sustainable legacies through financial education and savvy planning.
Retirement Security
He frequently speaks on the importance of long-term retirement planning to ensure clients can maintain their desired lifestyle, even amidst economic uncertainty.

Media Appearances

Rogel has no verified media appearances

Work History

1-2008
Founder | CEO at Noir Capital
6-2004 - 12-2007
Architectural Designer at Toll Brothers
10-2003 - 6-2004
Intern Architect at Temple University

Education

1999 - 2004
Bachelor from Temple University

More Information

Social Presence :

Prographics :

Exp : 22 Location : New York, New York, United States Job Level : Leadership Designation : Founder | CEO at Noir Capital
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Insights For Selling To Rogel

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Speak from experience about success that the product has seen with other customers
  • Maintain high, positive energy and convey confidence

DONT's

  • Avoid overloading them with too much information
  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rogel is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Rogel

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Rogel move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Rogel take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Rogel

Personality Compatibility


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