Ross Levine, CFP®, CDFA®

Examiner
DISC Type : cs

Financial Advisor at Northwestern Mutual

Farmingdale, New York, United States

Overview

Ross Levine is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Northwestern Mutual, where he has received Forbes Best-In-State Advisor recognition. Drawing on his education from Indiana University Bloomington, he specializes in building enduring client relationships to provide lifetime financial security, continuing a family legacy in the industry.

Before his finance career, Ross worked in the healthcare sector. He currently resides in New York City with his wife, Lauren, and their dog, Remi. Outside of work, he is passionate about his community and is an avid golfer.

Interesting fact: Ross transitioned into finance to join his fathers practice after starting his career in the medical device industry.

Personality Overview

Process Oriented

Status Quo Seeker

Tough To Convince

Being observant comes to them naturally.  They are thorough and always follow a systematic approach. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Lifetime Financial Planning
His stated mission is to provide expert guidance for a lifetime of financial security, building enduring relationships with his clients.
Family Wealth Management
He was inspired by his father's work and posts about helping couples align their financial goals and styles.
Navigating Market Volatility
He actively shares content regarding economic uncertainty and preparing for potential market downturns to keep clients informed.

Media Appearances

Ross has no verified media appearances

Work History

1-2017
Financial Advisor at Northwestern Mutual
5-2015
Financial Representative at Northwestern Mutual
10-2011 - 4-2015
Market Development Manager at Biomet
10-2008 - 10-2011
Regional Sales Manager at ZOLL Medical Corporation
10-2008
Territory Manager at ZOLL Medical Corporation

Education

1993 - 1997
BS from Indiana University Bloomington
1990 - 1993
Education details unavailable from POBJFK HS

More Information

Social Presence :

Prographics :

Exp : 17 Location : Farmingdale, New York, United States Job Level : Junior Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Ross

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ross is

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

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

Insights For Deal Planning

    How fast (or slow) will Ross move?

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

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

You And Ross

Personality Compatibility


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