Timothy Russell, CFP® CKA®

Critic
DISC Type : C

President, Wealth Manager at The LIFE Financial Group, Inc

Douglassville, Pennsylvania, United States

Overview

Timothy Russell is the President and Wealth Manager at The LIFE Financial Group, Inc. A Certified Financial Planner™ and Certified Kingdom Advisor®, he specializes in helping Christians make wise financial decisions. He draws on his education from Westminster Theological Seminary and The American College of Financial Services to inform his practice.

Outside of his professional role, Timothy is a family man who has been married for over 20 years and has four children. His deep Christian faith and commitment to family values are central to his life and work, and he continues the legacy of the firm founded by his father.

He co-hosts the "Stewardology Podcast, " which explores the unique intersection of financial stewardship and theology.

Personality Overview

Precise

ROI Driven

Negotiator

They enjoy working alone and do not rely on others very often.  They prefer to do logical analysis and value evidence over emotions. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Biblical Stewardship
His entire professional focus, from his firm's mission to his book "The Good Steward, " is centered on applying biblical principles to wealth management.
Family Legacy
He is passionate about helping clients provide for their families and leave a significant legacy, a value deeply rooted in his personal and professional life.
Financial Theology
His podcast "Stewardology" and theological studies from Westminster Seminary highlight a core interest in the intersection of faith and financial principles.

Media Appearances

Timothy has no verified media appearances

Work History

6-2021
President, Wealth Manager at The LIFE Financial Group, Inc
10-2020
Co-Host, The Stewardology Podcast at The LIFE Financial Group, Inc
12-2006
Wealth Manager at The LIFE Financial Group, Inc
8-2003 - 12-2006
Sr Customer Service Rep at Commerce Bank
6-1998 - 6-2002
Advisor at Abundant Life Financial Services (renamed The Life Financial Group)

Education

2015 - 2017
Certified Financial Planner Course Work from The American College of Financial Services
2004 - 2006
Theology/Theological Studies from Westminster Theological Seminary

More Information

Social Presence :

Prographics :

Exp : 26 Location : Douglassville, Pennsylvania, United States Job Level : Middle Designation : President, Wealth Manager at The LIFE Financial Group, Inc
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Insights For Selling To Timothy

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be formal and objective, they will appreciate it more

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Make extra effort to not seem pushy or confrontational
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Timothy is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Timothy

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Timothy move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Timothy take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Timothy

Personality Compatibility


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