Scott Parker

Balancer
DISC Type : S

Principal at Deloitte Consulting

Minneapolis, Minnesota, United States

Overview

Scott Parker is the US Retirement & Wealth Leader and a Principal at Deloitte Consulting, with over 20 years of experience in the financial services industry. He specializes in business strategy, digital transformation, and customer experience for retirement and wealth management firms. He holds a degree in Finance and Economics from the University of Wisconsin-Eau Claire.

He frequently hosts industry leaders to discuss key trends like AIs role in retirement planning, the importance of leveraging ecosystems to create value, and the integration of private investments into defined contribution plans.

Personality Overview

Diplomatic

Good Listener

Slow To Decisions

They are polite and respectful but practical.  Even if it takes time, they prefer following the process. They are comfortable taking a long term view.

Topics They Care About

Retirement Industry Innovation
He leads discussions on key industry trends, including AI, ecosystem value, and private investments in defined contribution plans to drive innovation in the retirement sector.
AI in Wealth Management
His recent industry discussions have focused on leveraging AI for hyper-personalization and transforming the retirement and workplace savings landscape.
Financial Wellness
A central theme in his recent leadership events, focusing on improving financial outcomes and well-being for individuals through new strategies and technologies.

Media Appearances

Scott has no verified media appearances

Work History

2000
Principal at Deloitte Consulting

Education

Finance and Economics from University of Wisconsin-Eau Claire
Education details unavailable from University of St. Thomas - Opus College of Business

More Information

Social Presence :

Prographics :

Exp : 26 Location : Minneapolis, Minnesota, United States Job Level : Senior Designation : Principal at Deloitte Consulting
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Insights For Selling To Scott

During A Call Or A Meeting

DO's

  • Be personal and polite and slightly formal
  • Share information about the process and how it would address all concerns
  • Unless they are the decision maker, bring other stakeholders into the process early

DONT's

  • Don’t try to be overly social in the early interactions
  • Don’t brush off their concerns, their comfort with you will go down
  • Ensure that you don’t seem disinterested when speaking to them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott is

  • Low-risk, adoption by others and strong collaterals matter the most to them.
  • Will you ever get a clear answer from Scott

  • They never like to say no directly, they postpone the decisions or just go silent.

Insights For Deal Planning

    How fast (or slow) will Scott move?

  • They can be very slow in making decisions.
  • Can Scott take some risk or not?

  • They are very likely to play it safe rather than taking risk.

You And Scott

Personality Compatibility


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