Stephen F. Anderson CLU ChFC CFP®

Captain
DISC Type : DS

Director at Oyster Consulting, LLC

Roanoke, Virginia, United States

Overview

Stephen F. Anderson is a Director at CRC Oyster Consulting, specializing in strategic planning, recruiting, and M&A for financial services firms. With extensive leadership experience as the former President & CEO of Waterstone Financial Group, colleagues describe him as a knowledgeable and personable strategic planner. He holds a BS in Business from Eastern Illinois University.

He has firsthand experience leading a firm through a major acquisition, having overseen the merger of multiple firms to create Waterstone, which was subsequently purchased by Pacific Life Insurance Company.

Personality Overview

Dynamic But Sincere

Planner & Achiever

Output-Driven

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

AI Governance
Based on his recent posts, he is focused on helping financial firms create written procedures and policies for the use of AI in their operations.
FinTech Adoption
He actively advises companies on reviewing and implementing necessary FinTech changes to remain competitive, a topic he recently highlighted online.
Financial M&A
His career includes direct experience combining firms through mergers and operating post-acquisition, and he now consults with clients on these complex transactions.

Media Appearances

Steve Anderson – Director at Oyster Consulting, LLC (Expert Profile). Featured in Oyster Consulting

See Now

Work History

8-2020
Director at Oyster Consulting, LLC
1-1993
Assisting professionals and business owners to protect their estate and assure business continuity at SF Anderson Financial Services
9-2002 - 3-2010
President & CEO at Waterstone Financial Group - WFG
President of Waterstone at Pacific Life Insurance Company
1-1993 - 10-2002
Vice President at Dreher & Associates

Education

1968 - 1972
BS in Business from Eastern Illinois University
CLU from American College

More Information

Social Presence :

Prographics :

Exp : 22 Location : Roanoke, Virginia, United States Job Level : Mid-senior Designation : Director at Oyster Consulting, LLC
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Insights For Selling To Stephen F.

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't go over them unless you are left with no other option
  • 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 Stephen F. 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 Stephen F.

  • 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 Stephen F. move?

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

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

You And Stephen F.

Personality Compatibility


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