Ryan Coulter CFP®, CLTC®, RICP®

Inquirer
DISC Type : dc

Board of Directors* at McGuire Memorial

Greater Pittsburgh Region, United States

Overview

Ryan Coulter is a Wealth Management Advisor with Luttner Financial Group in Pittsburgh, where he specializes in financial planning for healthcare professionals, business owners, and families. He is a Penn State University graduate and holds multiple professional designations, including CFP®, CLTC®, and RICP®.

Outside of work, Ryan is dedicated to his community, serving on the Board of Directors for McGuire Memorial, a charitable organization. He enjoys spending his spare time with his family, his rescue dog, golfing, and boating.

Unique fact: Ryan serves on the board of a non-profit that provides services to children and adults with complex disabilities.

Personality Overview

Upfront

Judgemental

Demanding

They care equally about the product and its potential impact.  They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Retirement Strategies
His public posts focus on helping clients, especially Gen X, plan for expenses and lifestyle in retirement.
Wealth Protection
His financial planning approach emphasizes not only increasing clients' wealth but also protecting it through various strategies.
Charitable Planning
This is a core part of his professional services and is reflected in his personal commitment as a board member for McGuire Memorial.

Media Appearances

Ryan has no verified media appearances

Work History

3-2013 - 12-2018
Board of Directors* at McGuire Memorial
3-2006
Financial Advisor at Luttner Financial Group

Education

2000 - 2004
Bachelor of Science from The Pennsylvania State University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater Pittsburgh Region, United States Job Level : N/A Designation : Board of Directors* at McGuire Memorial
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Tell them that you are there to help them create visible impact within their organization
  • Be crisp while making the pitch

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid long winding pitches, stay objective
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Ryan

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • Their decision making speed is somewhere in the middle.
  • Can Ryan take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Ryan

Personality Compatibility


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