Shane Hanson

Doer
DISC Type : ds

President and CEO at Freedom Fiduciaries

Boise Metropolitan Area, United States

Overview

Shane is a fintech founder and the President and CEO of Freedom Fiduciaries, where he specializes in fiduciary advisory services for retirement plans. He leverages technology to reduce risk, streamline management, and improve employee engagement for plan sponsors. He holds a Bachelor of Business Administration from Chaminade University of Honolulu.

His primary passion outside of work is advocating for foster youth as a co-founder of the Freedom Youth Foundation. This commitment has led him to be present at the White House for the signing of a related Executive Order, an experience he described as one he will carry forever.

His foundation was inspired by leading a peace camp for 150 youths in Novi Sad, Serbia, centered around a basketball program.

Personality Overview

Long-term Focused

Deliberate Doer

Results Focused

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Foster Youth Advocacy
Co-founded the Freedom Youth Foundation and was invited to the White House for the signing of the Fostering the Future Executive Order.
Fiduciary Responsibility
His firm, Freedom Fiduciaries, is built on a "Serve First" mindset, focusing on integrity and putting retirement plan participants first.
Leadership & Accountability
Frequently posts about the importance of leaders admitting they don't know everything, owning outcomes, and providing a clear vision to their teams.

Media Appearances

Shane has no verified media appearances

Work History

4-2023
President and CEO at Freedom Fiduciaries
4-2025
Chief Executive Officer at Viserly
11-2011
President and CEO at Freedom Youth Foundation
6-2020 - 4-2023
Regional Sales Director at Empower
1-2018 - 5-2020
Regional Vice President of Sales at Voya Financial

Education

Bachelor of Business Administration - BBA from Chaminade University of Honolulu
Business Administration and Management from University of California, Davis

More Information

Social Presence :

Prographics :

Exp : 13 Location : Boise Metropolitan Area, United States Job Level : Leadership Designation : President and CEO at Freedom Fiduciaries
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Insights For Selling To Shane

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shane is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Shane

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Shane move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Shane take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Shane

Personality Compatibility


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