Scott Colangelo

Collaborator
DISC Type : is

Managing Partner, Chairman at Prime Capital Investment Advisors

Overland Park, Kansas, United States

Overview

Scott Colangelo is the co-founder, chairman, and managing partner of Prime Capital Financial, where he drives the firms strategic growth. With over 20 years of experience, he is passionate about participant education and financial wellness, holding an Accredited Investment Fiduciary® (AIF®) credential and a degree from Kansas State University.

Outside of work, Scott prioritizes spending time traveling with his family, emphasizing the importance of work-life balance. His personal hobbies include basketball and golf, though he enjoys them casually. He is also a founder and managing partner for a mobile I. V. hydration service company.

His firm is one of the largest advisor-owned organizations in the RIA space, with over 100 owners.

Personality Overview

Example Driven

Consensus Builder

Appreciative

Win-win scenarios can appeal strongly to them.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to go for proven solutions.

Topics They Care About

Financial Wellness
He created Qualified Plan Advisors with a singular focus on participant education, which evolved into a comprehensive financial wellness platform.
Strategic Growth
As chairman and managing partner, he is responsible for the strategy and growth of Prime Capital, expanding it to a major national RIA platform.
Advisor Collaboration
Believes the future of the financial industry relies on collaboration and has cultivated an "ego-free" workplace culture to foster teamwork and growth.

Media Appearances

The Deep Dive with Scott Colangelo, Chairman & Managing Partner – Prime Capital Investment Advisors. Featured in RIA Channel

See Now

Work History

6-2017
Managing Partner, Chairman at Prime Capital Investment Advisors
2-1999
Managing Director at Qualified Plan Advisors
11-1998 - 6-2017
Vice President, Shareholder at Lawing Financial

Education

1991 - 1994
Education details unavailable from Kansas State University
1991 - 1994
Bachelor's degree from Kansas State University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Overland Park, Kansas, United States Job Level : Mid-senior Designation : Managing Partner, Chairman at Prime Capital Investment Advisors
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Insights For Selling To Scott

During A Call Or A Meeting

DO's

  • Summarize the key points at the end of the conversation
  • Show them how they look good by making this decision
  • Be visibly appreciative of their actions during your interactions

DONT's

  • Don’t get into excessive details unless prompted
  • Don’t ask too many questions that sound too dry and objective
  • Avoid unnecessary confrontation if it arises incidentally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Scott

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Scott move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Scott take some risk or not?

  • It is unlikely that they will take many risks.

You And Scott

Personality Compatibility


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