Seth Freeman

Commander
DISC Type : D

President at AdvisorServe

Woodstock, Georgia, United States

Overview

Seth Freeman is the Chief Executive Officer of AdvisorServe, where he specializes in providing objective, strategy-driven insurance solutions for financial advisors and wealth managers. A Certified Financial Planner (CFP®) with education from the University of Georgia, he focuses on life, disability, and long-term care insurance.

Seths professional life is deeply connected with his personal values, reflected in his interests in faith-based financial organizations like Kingdom Advisors and the National Christian Foundation. This suggests a commitment to integrating principles of stewardship and generosity into financial planning.

He holds dual specialist designations in long-term care: Certified in Long-Term Care (CLTC) and Long-Term Care Professional (LTCP).

Personality Overview

Risk-Taker

Candid & Clear

Decisive

They put a lot of effort into ensuring personal success.  They respond well to strong and respectful communication. They prefer to move quickly, and expect the same from others.

Topics They Care About

Objective Insurance Strategy
He works with financial advisors to provide objective, strategy-driven insurance solutions, moving beyond transactional product sales to integrated planning.
Long-Term Care
His dual certifications (CLTC and LTCP) indicate a specialized expertise and focus in the complex field of long-term care planning.
Faith-Based Finance
His interest in Kingdom Advisors and the National Christian Foundation suggests a focus on integrating faith and biblical principles into financial advice.

Media Appearances

Seth has no verified media appearances

Work History

10-2010
President at AdvisorServe
1-2008
President at AdvisorServe
1-2003
President at Strategic Stewardship
7-1990 - 7-1992
Senior Vice President, Development at Walk Thru the Bible
3-1977 - 7-1979
Attorney at Connecticut General Life Insurance Company

Education

1971 - 1974
Juris Doctor from American University Washington College of Law
1967 - 1971
B.S.B.A. from Bucknell University
2011 - 2012
Certificate in Financial Planning from University of Georgia - Terry College of Business
Bachelor of Science - BS from Toccoa Falls College

More Information

Social Presence :

Prographics :

Exp : 30 Location : Woodstock, Georgia, United States Job Level : N/A Designation : President at AdvisorServe
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Insights For Selling To Seth

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Objectively showcase the impact that your product creates
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Seth is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Seth

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Seth move?

  • If convinced, they can reach decisions quite fast.
  • Can Seth take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Seth

Personality Compatibility


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