Sol Gindi

Questioner
DISC Type : c

Head of Wells Fargo Advisors at Wells Fargo

New York, New York, United States

Overview

Sol Gindi is the Head of Wells Fargo Advisors, leveraging extensive experience from senior roles at J. P. Morgan, including COO and CFO, and Bear Stearns. He is focused on leading innovation and change within the financial services sector. He holds both a BS and an MBA from NYUs Stern School of Business.

He has a unique career trajectory, having served in top finance, operations, and strategy roles before leading one of the largest wealth management businesses in the U. S.

Personality Overview

Price-Sensitive

Not Easily Convinced

Value Seeker

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation.

Topics They Care About

Advisor Success
His communications highlight celebrating top-performing teams and recognizing advisors, such as those named to Forbes' Top Women Wealth Advisors list.
Wealth Management
Leads a major wealth management division and previously served as COO for U. S. Wealth Management at J. P. Morgan, indicating deep expertise.
Business Growth
Communicates a focus on starting the year with strong momentum, tremendous opportunities, and continued investment in the business to his leadership team.

Media Appearances

Wealth Management Perspectives with Sol Gindi (Wells Fargo Advisors). Featured in YouTube

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Sol Gindi Named Head of Wells Fargo Advisors, Jim Hays to Retire. Featured in Wells Fargo Newsroom

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Wells Fargo Advisors head: "No advisor can outgrow this firm". Featured in Financial Planning

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Work History

5-2022
Head of Wells Fargo Advisors at Wells Fargo
10-2020 - 5-2022
CFO Wealth and Investment Management at Wells Fargo
2015 - 10-2020
Chief Operating Officer, JP Morgan Consumer Bank and Wealth Management at J.P. Morgan
2008 - 2015
CFO, Chase Consumer Bank at J.P. Morgan
2000 - 2008
Sr. Managing Director, Bear Stearns Investment Bank at J.P. Morgan

Education

1992 - 1994
MBA from NYU Stern School of Business
1989 - 1992
BS from NYU Stern School of Business

More Information

Social Presence :

Prographics :

Exp : 37 Location : New York, New York, United States Job Level : Mid-senior Designation : Head of Wells Fargo Advisors at Wells Fargo
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Insights For Selling To Sol

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sol is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Sol

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Sol move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Sol take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Sol

Personality Compatibility


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