Scott Schiller, CFP®, CFS®

Examiner
DISC Type : cs

Wealth Management Fiduciary at Platinum Wealth Solutions of Texas, LLC

Austin, Texas, United States

Overview

Scott is a Wealth Management Fiduciary at Platinum Wealth Solutions of Texas with over 19 years of experience. A Certified Financial Planner and graduate of Florida State University, he specializes in helping millennial professionals simplify their financial strategies to achieve independence.

As a native Texan, husband, and father, Scott enjoys spending his personal time outdoors. His main hobbies include playing golf and traveling with his family, reflecting a balance between his professional drive and personal life.

He was a guest on "The Energizer Podcast, " where he discussed managing the emotional turmoil associated with financial stress.

Personality Overview

Process Oriented

Late Adopter

Unexpressive

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Financial Independence
His entire professional focus is dedicated to guiding high-performing millennial professionals toward achieving financial freedom and clarity.
Wealth Building
He frequently posts advice on building wealth for millennials, cautioning against common pitfalls like auto loans to help clients reach their goals.
Portfolio Strategy
Shares specific investment insights with his network, such as his recommendation to include small-cap stocks when building long-term growth portfolios.

Media Appearances

Scott has no verified media appearances

Work History

10-2023
Wealth Management Fiduciary at Platinum Wealth Solutions of Texas, LLC
11-2020 - 10-2023
Regional Vice President - Central and South Texas at Jackson
6-2018 - 10-2020
Regional Vice President - Variable/Fixed Annuities - Central Texas at Jackson
4-2012 - 5-2018
Regional Vice President - Variable Annuities - Maryland at Jackson
5-2006 - 11-2007
Assistant Wealth Manager at Capital Wealth Management

Education

8-2003 - 5-2007
Bachelor's degree from Florida State University - College of Business

More Information

Social Presence :

Prographics :

Exp : 15 Location : Austin, Texas, United States Job Level : N/A Designation : Wealth Management Fiduciary at Platinum Wealth Solutions of Texas, LLC
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Insights For Selling To Scott

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Scott

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Scott move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Scott take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Scott

Personality Compatibility


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