Scott Ford

Examiner · DISC type sc

Managing Director, Partner & Wealth Advisor at Carson Wealth

📍 Hagerstown, Maryland, United States

Scott Ford is the Managing Director, Partner, and Wealth Advisor at Carson Wealth. He founded Cornerstone Wealth Management Group and developed unique strategies like “Way2Wealth” and the “Six Pillars of Life. ” He is also the author of a book on personal finance.

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Experience

29 Years

Current Role

Managing Director, Partner & Wealth Advisor

Job Level

Mid-senior

Location

Hagerstown, Maryland, United States

Personality Overview

How Scott shows up

Unexpressive

Status Quo Seeker

Process Oriented

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach. Being observant comes to them naturally.

Priorities

Topics Scott cares about

Holistic Wealth Management

He created the “Six Pillars of Life, ” a strategy to balance a client's spirituality, family, health, career, philanthropy, and finances.

Financial Education

Authored the book “Financial Jiu-Jitsu” to provide a guide for individuals to achieve financial health and navigate overwhelming choices.

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Career

Work history

1-1996

Managing Director, Partner & Wealth Advisor

Carson Wealth

1-1996

CEO and Founder

Cornerstone Wealth Management Group.

In the press

Media appearances

No media yetWe could not find public media appearances for this person.

Education

Scott has no verified education history

Social presence

Behavioral profile

DISC profile (public)

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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Selling to Scott?

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How to run the call and the meeting
His cold-calling profile and exact script
How to write an email that lands
How to negotiate and close

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During a call or a meeting

Ask them which other stakeholders would be important for this purchase decision

DON'T

Don't push them too hard to make fast decisions, give them time

Expect them to be slow and cautious, encourage them to ask more questions

Reveal the full meeting playbookFree. 10 seconds.

When cold calling

Pattern Interrupt: A polite and formal approach, that doesn’t sound over-friendly or too aggressive makes it hard for them to say no to you.

Pace: Slow down a little bit, especially if you are fast usually. Sound like a 'calming break from the day' person.

Reveal the cold-call scriptFree. 10 seconds.

When writing an email

Subject: Precise

Length of mail: Medium

Salutation: Yes (Something formal). Greeting: Yes (Say something formal/usual). Tone of words: Objective, informational. Bullet points: Recommended. Closing line: Logically summarize/ask. Complimentary close: Formal. Overall messaging: Focused on removing doubts

Reveal the full email formulaFree. 10 seconds.

Negotiating and closing

The secret to closing Scott fast: Adoption by others is very important to them, followed by confidence in ROI.

How fast will Scott move? They don't like to hasten, so their speed of decision-making may be slow.

Reveal the closing strategyFree. 10 seconds.

★

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