Scott T Hanson

Examiner
DISC Type : cs

Co-Founder and CEO at Liberty Reverse Mortgage

Sacramento, California, United States

Overview

Scott T. Hanson is the Co-Founder and Vice Chair of Allworth Financial, an advisory firm with over $25 billion in assets. A CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®, he has been repeatedly named one of Americas top independent wealth advisors by Barrons.

Outside of his firm, Scott is an active investor in financial technology startups, backing entrepreneurs he has known for years. He is also a family man and enjoys sharing moments celebrating his daughters approach to life.

He co-founded and built Liberty Reverse Mortgage into the third-largest in the U. S. before it was acquired by a Fortune 500 company.

Personality Overview

Late Adopter

Tough To Convince

Overcautious

They do not like taking risks at all and go for proven options in the end.  They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

RIA Partnerships
Actively pursuing and announcing new partnerships with wealth management firms across the country to expand Allworth's national footprint.
Financial Broadcasting
For nearly 30 years, he has co-hosted "Allworth's Money Matters, " one of the longest-running financial radio programs and podcasts in the country.
Supporting Entrepreneurs
He is an early investor in new ventures from founders he trusts, demonstrating confidence in their business models and leadership.

Media Appearances

Talk to Scott Hanson and Pat McClain on Air. Featured in Allworth Financial website

See Now

Work History

1-2003 - 6-2007
Co-Founder and CEO at Liberty Reverse Mortgage
5-1995
Co-Founder and CEO at Allworth Financial
7-1993
Co-Founder and Vice Chair at Allworth Financial

Education

CERTIFIED FINANCIAL PLANNER™ from College for Financial Planning
1991 - 1993
Chartered Financial Consultant® from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 13 Location : Sacramento, California, United States Job Level : Leadership Designation : Co-Founder and CEO at Liberty Reverse Mortgage
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Insights For Selling To Scott T

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott T 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 T

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

Insights For Deal Planning

    How fast (or slow) will Scott T move?

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

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

You And Scott T

Personality Compatibility


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