Sam Rouman, CFP©

Questioner
DISC Type : c

Senior Wealth Advisor at IHT Wealth Management

Minneapolis, Minnesota, United States

Overview

Sam Rouman is a Senior Wealth Advisor at IHT Wealth Management with expertise in personalized financial strategies for individuals and families. An alumnus of the University of Michigan, he also holds a specialized DACFP Certificate in Blockchain and Digital Assets and has experience as an Adjunct Finance Instructor.

He is dedicated to community service, volunteering with Advisers Give Back to promote financial well-being and community wealth-building. His professional mission is centered on empowering clients to achieve financial success and security through trusted, collaborative relationships.

Sam is a seven-time recipient of the Five Star Wealth Management Award, an honor reflecting the consistent trust his clients place in his guidance.

Personality Overview

Systematic

Price-Sensitive

Value Seeker

They prefer to do thorough analysis of any situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Digital Asset Investing
He holds a DACFP Certificate in Blockchain and Digital Assets, indicating a professional focus on this modern and evolving investment area.
Holistic Wealth Management
His experience includes integrating investment management with tax and estate planning to provide comprehensive financial solutions for his clients.
Community Financial Wellness
He actively volunteers with Advisers Give Back, demonstrating a passion for using his financial expertise to build community wealth and well-being.

Media Appearances

Sam has no verified media appearances

Work History

1-2024
Senior Wealth Advisor at IHT Wealth Management
9-2021
Adjunct Instructor - Finance at University of St. Thomas
6-2018 - 1-2024
Chief Planning Officer, Senior Wealth Advisor at BERGANKDV WEALTH MANAGEMENT, LLC
8-2014 - 1-2024
Senior Wealth Advisor at BERGANKDV WEALTH MANAGEMENT, LLC
9-2012 - 8-2014
Lead Wealth Manager at Accredited Investors, Inc.

Education

Bachelor of Arts - BA from University of Michigan
Diploma from Mt. Pleasant High School

More Information

Social Presence :

Prographics :

Exp : 21 Location : Minneapolis, Minnesota, United States Job Level : N/A Designation : Senior Wealth Advisor at IHT Wealth Management
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Sam

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Sam move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Sam take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Sam

Personality Compatibility


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