Ted Sangalis

Visionary
DISC Type : Ds

Wealth Management Advisor at Northwestern Mutual

Oak Brook, Illinois, United States

Overview

Ted Sangalis is a Wealth Management Advisor at Northwestern Mutuals Summit Financial Group, where he focuses on providing financial clarity for individuals, families, and businesses. An alumnus of Indiana Universitys Kelley School of Business, he uses a structured, four-step approach to help clients preserve and protect their long-term assets.

Outside of his professional life, Ted is a family-oriented individual who is a lifelong resident of the Chicagoland area. He is married with two sons and actively participates in his community by coaching their sports teams. His personal hobbies include playing basketball and golf.

He is a committed supporter of Alex’s Lemonade Stand Foundation, a nonprofit dedicated to fighting childhood cancer.

Personality Overview

Fast But Thoughtful

Early Adopter

Big Vision Person

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

Topics They Care About

Comprehensive Financial Planning
His entire professional focus is on helping clients with complex financial issues to achieve their long-term life goals through a structured planning process.
Youth Sports
He is actively involved in his community as a coach for his two sons' sports teams, showing a clear passion for youth athletics and development.
Fighting Childhood Cancer
He is a public supporter of Alex’s Lemonade Stand Foundation, demonstrating a personal commitment to charitable causes that benefit children's health.

Media Appearances

Ted has no verified media appearances

Work History

5-1987
Wealth Management Advisor at Northwestern Mutual

Education

1977 - 1981
Education details unavailable from Indiana University - Kelley School of Business
CLU from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 38 Location : Oak Brook, Illinois, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Ted

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ted 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 Ted

  • 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 Ted move?

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

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

You And Ted

Personality Compatibility


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