Scott Borow

Critic
DISC Type : C

Wealth Management Advisor and Field Director at Northwestern Mutual

New York City Metropolitan Area, United States

Overview

Scott Borow is the Founder of Intention Wealth Management, affiliated with Northwestern Mutual, and was recently named a Top Financial Security Professional by Forbes. He holds a B. A. from The George Washington University, where he was a scholarship musician, and has earned the Accredited Wealth Management Advisor (AWMA) designation.

Outside of work, Scott lives in Sea Cliff, New York, with his wife, Stephanie, their two children, Allison and AJ, and their dog, Lola. He is an avid golfer and a passionate fan of New York sports, following the Islanders, Yankees, and Jets.

While at The George Washington University, Scott was a scholarship musician and a leader in the Tau Kappa Epsilon fraternity.

Personality Overview

Negotiator

Critic

Precise

They like to do things independently and don’t look for support from others.  They choose to analyze logically and value facts to emotions. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Holistic Financial Planning
He founded his firm to help clients align their financial plans with their life intentions, focusing on building, protecting, and preserving their security.
New York Sports
He is a fan of multiple local teams and enjoys watching the NY Islanders, the Yankees, and, reluctantly, the NY Jets.
Legacy & Retirement
His firm's recent content series focuses on year-end financial strategies, including retirement income and legacy planning for future generations.

Media Appearances

Scott has no verified media appearances

Work History

7-2007
Wealth Management Advisor and Field Director at Northwestern Mutual
6-2007
Wealth Management Advisor at Intention Wealth Management

Education

2001 - 2004
BA from The George Washington University
Education details unavailable from MacArthur High School

More Information

Social Presence :

Prographics :

Exp : 18 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Wealth Management Advisor and Field Director at Northwestern Mutual
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Insights For Selling To Scott

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Tell them what ROI they can expect

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t try too hard to build a relationship with them
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Scott

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Scott move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Scott take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Scott

Personality Compatibility


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