Ryan George, CFP®, CLU, RICP®, CPWA®

Go-getter
DISC Type : d

Founder and Principal, Wealth Management Advisor at Ascend Wealth Management - Northwestern Mutual

Leawood, Kansas, United States

Overview

Ryan T. George is the Founder and Principal of Ascend Wealth Management, a firm affiliated with Northwestern Mutual, where he began his career in 2000. He is a CERTIFIED FINANCIAL PLANNER™ and holds CLU® and RICP® designations, focusing on integrated, multi-generational financial planning for his clients.

Outside of work, Ryan is deeply committed to community service, serving as board president for non-profits that support senior citizens and individuals with developmental disabilities. He is a proud father who actively supports his childrens activities, such as his daughters ballet performances.

Ryan has served as the board president for multiple community and professional organizations, including the Northland Shepherds Center and the Financial Planning Association of Greater Kansas City.

Personality Overview

Decisive

Direct & Candid

Fast-Paced

They care equally about the product and its potential impact.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Community Leadership
Serves as board president for several non-profits, including the Northland Shepherd's Center and Special Neighbors, Inc. , demonstrating a strong commitment to local causes.
Financial Planning Education
Actively promotes the Personal Financial Planning program at Kansas State University, showing a passion for developing the next generation of financial professionals.
Supporting Seniors
His leadership role at Northland Shepherd's Center reflects a dedication to promoting the physical, mental, and social well-being of older adults in his community.

Media Appearances

Ryan has no verified media appearances

Work History

1-2000
Founder and Principal, Wealth Management Advisor at Ascend Wealth Management - Northwestern Mutual
1-2017 - 12-2017
Board President at Financial Planning Association (FPA)
1-2014 - 12-2016
Board President at Northland Shepherd's Center
1-2012 - 12-2013
Board Member at Northland Shepherd's Center
5-2005 - 4-2006
Board President at Special Neighbors, Inc.

Education

1996 - 2000
Bachelor of Science (B.S.) from Northwest Missouri State University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Leawood, Kansas, United States Job Level : Leadership Designation : Founder and Principal, Wealth Management Advisor at Ascend Wealth Management - Northwestern Mutual
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Avoid long winding pitches, stay objective
  • Refrain from asking too many questions

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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