Steven Kuza CFP® CLU® RICP® ChFC®

Questioner
DISC Type : c

Wealth Management Advisor at Kuza Wealth Management

Birmingham, Michigan, United States

Overview

Steven is the President and CEO of Kuza Wealth, affiliated with Northwestern Mutual, where he specializes in financial planning for specialty dentists and business owners. He holds multiple certifications, including CFP® and CLU®, and earned a Bachelor of Science in Business Administration from Wayne State University.

Outside of his professional life, Steven is a family man, married to his wife Sarah with whom he has three children: Tomas, Sonjia, and Marcus. He is driven by his faith and has a deep love for the sport of hockey.

Unique fact: Steven hosts "The Bridge Dental Podcast, " a show created by dentists, for dentists, to share industry knowledge and insights.

Personality Overview

Systematic

Not Easily Convinced

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Planning for Dentists
He hosts a podcast for dental professionals and his wealth management practice specializes in working with specialty dentists.
Hockey
His public biography explicitly states his "love of hockey" as a key personal interest.
Bold Decision-Making
Encourages his network to reflect on bold decisions and to "LIVE BOLD" in their personal and professional lives.

Media Appearances

Steven has no verified media appearances

Work History

1-2023
Wealth Management Advisor at Kuza Wealth Management
12-2009
Managing Director at Northwestern Mutual Troy

Education

2004 - 2009
Bachelors of Science in Business Administration from Wayne State University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Birmingham, Michigan, United States Job Level : Mid-senior Designation : Wealth Management Advisor at Kuza Wealth Management
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Insights For Selling To Steven

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product

DONT's

  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steven is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Steven

  • 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 Steven move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Steven take some risk or not?

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


You And Steven

Personality Compatibility


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