Todd Schmekel

Initiator
DISC Type : Di

Financial Advisor at Edward Jones

Canada

Overview

Todd Schmekel is a Financial Advisor at Edward Jones, where he applies over two decades of experience in public education and leadership to his financial practice. A former school principal and assistant superintendent, he holds a Master of Leadership from the University of Calgary and focuses on creating personalized financial strategies for professionals and families.

Outside of his financial practice, Todds interests include camping, skiing, traveling, and fine dining. He is also a wine enthusiast, enjoying collecting and appreciating different wines. His background includes running his own technology business before his career in finance.

His significant career change from Assistant Superintendent of a school division to a Financial Advisor highlights a unique blend of educational leadership and financial expertise.

Personality Overview

Impact-Oriented

Confident

Friendly Challenger

They usually prefer to drive the conversation.  They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Retirement Planning
He focuses on guiding professionals and families through retirement planning, including addressing the unique considerations for women who have longer lifespans.
Education Leadership
With a long career as a principal and assistant superintendent, he drove major projects like curriculum redesign and improved school performance.
Tax-Efficient Strategies
He actively works with clients to identify and implement tax strategies that align with their long-term financial goals, as mentioned in his public posts.

Media Appearances

Todd D Schmekel, Financial Advisor - Edward Jones. Featured in Edward Jones (official website)

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Work History

1-2015
Financial Advisor at Edward Jones
8-2010 - 12-2014
Assistant Superintendent of Learning at Foothills School Division
8-2010 - 12-2013
Principal at Foothills School Division
8-2008 - 7-2010
Principal at Grande Yellowhead Public School Division
9-1999 - 7-2009
Principal at Government of Saskatchewan

Education

2005 - 2007
Masters of Leadership from University of Calgary

More Information

Social Presence :

Prographics :

Exp : 34 Location : Canada Job Level : N/A Designation : Financial Advisor at Edward Jones
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Insights For Selling To Todd

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Clearly address the competitive aspects
  • Acknowledge their status and position during the conversation

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t be very informal even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Todd is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Todd

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Todd move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Todd take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Todd

Personality Compatibility


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