Scott D'Alessandro

Examiner
DISC Type : cs

Managing Director, Business Development, Schwab Advisor Services at Charles Schwab

Boston, Massachusetts, United States

Overview

Scott DAlessandro is the Managing Director of Business Development for Schwab Advisor Services Eastern Division. He leads a team focused on assisting investment advisors transition to the independent RIA model, drawing on his extensive experience in custody services, wealth management, and client acquisition strategies.

He is a proud and supportive father to his daughter, Jenna, a recent Wheaton College graduate. He actively uses his network to help her launch her career in design and is passionate about celebrating her achievements and perseverance in overcoming challenges like dyslexia.

Scott publicly champions companies that invest in future generations through internship programs.

Personality Overview

Status Quo Seeker

Overcautious

Late Adopter

They are thorough and always follow a systematic approach.  The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Advisor Independence
His role at Schwab is centered on leading a team that helps investment advisors transition to the independent Registered Investment Advisor (RIA) model.
Business Development Strategy
He is responsible for setting and implementing the business development strategy for the entire East territory for Schwab Advisor Services.
Next-Generation Talent
He publicly supports his daughter's post-graduation job search and praises companies with strong internship programs for developing young professionals.

Media Appearances

Scott D'Alessandro – Author Page, Schwab Advisor Services. Featured in Charles Schwab – Advisor Services

See Now

Work History

3-2012
Managing Director, Business Development, Schwab Advisor Services at Charles Schwab
4-2008 - 3-2012
Senior Vice president - National Sales Manager at Fidelity Investments , IWS
1-2006 - 4-2008
Senior Vice President - National Sales Manager at Fidelity Investments , IWS
2-1996 - 1-2006
Divisional Vice President / Senior Vice President at Fidelity Investments
6-1993 - 2-1996
National Sales Manager Canada / Divisional Sales Manager at SEER TECHNOLOGIES, INC.

Education

Scott has no verified education history

More Information

Social Presence :

Prographics :

Exp : 38 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Managing Director, Business Development, Schwab Advisor Services at Charles Schwab
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Insights For Selling To Scott

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Scott

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Scott move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Scott take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Scott

Personality Compatibility


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