Todd Cipperman

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DISC Type : cd

General Counsel at Great Valley Advisor Group

Wayne, Pennsylvania, United States

Overview

Todd Cipperman is a seasoned financial services executive and the General Counsel at Great Valley Advisor Group. An alumnus of Cornell University and the University of Pennsylvania Carey Law School, he previously founded Cipperman Compliance Services, a leading compliance firm he grew and sold after 18 years.

Outside of his legal and executive roles, Todd is an active mentor and member of Robin Hood Ventures, an angel investor group. He is passionate about community causes, including supporting youth education and fundraising for The Leukemia & Lymphoma Society. His personal interests include cooking, golf, and playing guitar.

Unique fact: Todd is the author of the book "The Compliance Advantage: Ten Must-Know Trends to Protect Your Investment Firm. "

Personality Overview

ROI Conscious

Hard To Convince

Demanding

They respond well to confident salespeople.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Investment Management Regulation
His career, multiple firms, and publications, including a book and a daily blog, are dedicated to investment management compliance and regulatory trends.
Advisor Growth Strategies
As Managing Principal of Cipperman Analytics and through his work at GVA, he focuses on strategic growth, distribution, and technology for investment advisors.
Supporting Entrepreneurs
Serves as a member of Robin Hood Ventures, an angel investor group, and as a mentor for Mentor Connect PHL, indicating a passion for fostering new businesses.

Media Appearances

Todd has no verified media appearances

Work History

6-2025
General Counsel at Great Valley Advisor Group
9-2022
Managing Principal at Cipperman Analytics
11-2003
Managing Partner at CIPPERMAN & COMPANY LLC
1-2023
Member at Robin Hood Ventures
1-2023
Mentor at Mentor Connect PHL

Education

1988 - 1991
Juris Doctor from University of Pennsylvania Carey Law School
1984 - 1988
B.S. from Cornell University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Wayne, Pennsylvania, United States Job Level : Leadership Designation : General Counsel at Great Valley Advisor Group
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Insights For Selling To Todd

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Be crisp while making the pitch
  • Highlight the competitive differentiation of your product

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Don't try too hard to get friendly, let it happen with time
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Todd is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Todd

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Todd move?

  • Their decision making speed is somewhere in the middle.
  • Can Todd take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Todd

Personality Compatibility


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