Ron Piccinini, CLU®, ChFC®, CLF® RICP

Researcher
DISC Type : Cs

Regional Managing Director at Principal Financial Group

Greater Tampa Bay Area, United States

Overview

Ron Piccinini is the Regional Managing Director for Principal Financial Groups West Central/South Florida region, with a career in financial services starting in 1986. A graduate of Saint Leo University, he is a past president of both the GAMA and NAIFA chapters in Tampa Bay and holds multiple professional designations.

Outside of his extensive financial career, Ron is an avid fan of the Boston Red Sox. He and his wife reside in Palm Harbor, Florida, where he has been a long-standing member of the Tampa Bay professional community.

He is a qualifying member of the prestigious Million Dollar Round Table (MDRT), a global standard of excellence in the life insurance and financial services industry.

Personality Overview

Soft Communicator

ROI Seeker

Cost Conscious

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Advisor Recruitment
His public communications focus on attracting financial professionals to Principal, highlighting the firm's comprehensive product platform, flexibility, and robust support systems.
Relationship Building
His team's stated focus is on creating a "culture of heartfelt relationships" to help clients achieve their financial goals, indicating a value placed on personal connection.
Industry Leadership
Demonstrated through his past presidencies of the General Agents and Managers Association (GAMA) and the National Association of Insurance and Financial Advisors (NAIFA) in Tampa Bay.

Media Appearances

Ron has no verified media appearances

Work History

1-2021
Regional Managing Director at Principal Financial Group
7-2018
Regional Managing Director at Principal Financial Group
4-2013
Principal Securities Registered Representative, Financial Advisor, Managing Director at Principal Financial Group
7-2002 - 4-2013
Managing Partner at New England Financial
1999 - 2002
Managing Director, Florida at The MONY Group

Education

1999 - 2002
CLU/ChFC/CLF/RICP from The American College of Financial Services
1975 - 1979
Bachelor's degree from Saint Leo University

More Information

Social Presence :

Prographics :

Exp : 40 Location : Greater Tampa Bay Area, United States Job Level : Mid-senior Designation : Regional Managing Director at Principal Financial Group
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Insights For Selling To Ron

During A Call Or A Meeting

DO's

  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • Use a presentation with information before getting into a live product walkthrough
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ron is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Ron

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Ron move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Ron take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Ron

Personality Compatibility


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