Timothy E. Radden Wealth Management CLU, CLTC, AEP, ChFC

Examiner
DISC Type : cs

Wealth Management Advisor at Northwestern Mutual

United States

Overview

Timothy E. Radden is a Phoenix-based Wealth Management Advisor at Northwestern Mutual with over 40 years of experience. A nationally-recognized industry thought-leader, he leads a private practice focused on financial security for physicians and business owners and holds multiple advanced designations like CLU®, AEP®, ChFC®, and CLTC®.

Outside of his financial practice, Timothy is actively involved in community leadership. He serves as the Treasurer on the Board of Trustees for the Frank Lloyd Wright Foundation, supporting its mission to preserve the architects legacy and advance architectural principles for future generations.

A frequent guest lecturer on wealth management, he advises other financial professionals to "think big, and then add a zero" to grow their practice.

Personality Overview

Overcautious

Status Quo Seeker

Process Oriented

The only way to convince them is by showing them examples and ample proof.  They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Topics They Care About

Business Owner Finance
Specializes in helping entrepreneurs and physicians implement mechanisms to grow and preserve personal and business wealth, particularly in light of changing tax and retirement laws.
Architectural Preservation
Serves as the Treasurer for the Frank Lloyd Wright Foundation, demonstrating a personal commitment to preserving architectural history and cultural landmarks.
Multicultural Advocacy
Partners with organizations like the Minority Business Development Agency and the Arizona Hispanic Chamber of Commerce to support minority entrepreneurs.

Media Appearances

Timothy has no verified media appearances

Work History

10-1976
Wealth Management Advisor at Northwestern Mutual

Education

CLU from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 49 Location : United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Timothy E.

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Timothy E. is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Timothy E.

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Timothy E. move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Timothy E. take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Timothy E.

Personality Compatibility


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