Tom Costanzo, CFP®, MSFS

Examiner
DISC Type : cs

Regional Vice President, Nationwide Business Solutions Group (NBSG) at Nationwide Financial

Scottsdale, Arizona, United States

Overview

Tom Costanzo is a retired Regional Vice President from Nationwides Business Solutions Group, where he specialized in business succession planning and executive benefits for financial advisors. He holds a BBA from Marshall University and an MSFS from The American College of Financial Services, underscoring his deep expertise in financial solutions.


Tom retired on June 30, 2023, after a long and dedicated career in various senior roles at Nationwide Financial.

Personality Overview

Tough To Convince

Late Adopter

Unexpressive

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Succession Planning
His role involved providing solutions for business succession planning, indicating a core area of his professional expertise.
Executive Benefits
He was responsible for working with financial advisors on solutions related to executive benefits.
Advisor Collaboration
His work centered on partnering with financial advisors to deliver specialized business life market solutions.

Media Appearances

Tom has no verified media appearances

Work History

1-2007 - 6-2023
Regional Vice President, Nationwide Business Solutions Group (NBSG) at Nationwide Financial
5-2005 - 6-2010
Regional Vice President, High Net Worth/Individual Private Placement VUL at Nationwide Financial
4-2002 - 5-2005
CPA Relationship Vice President & National Sales Manager at Nationwide Financial
9-1996 - 4-2002
Senior Life Consultant at Nationwide Financial
8-1994 - 9-1996
Advanced Sales Consultant at Nationwide Financial

Education

1974 - 1978
BBA from Marshall University
2005 - 2008
MSFS from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 28 Location : Scottsdale, Arizona, United States Job Level : N/A Designation : Regional Vice President, Nationwide Business Solutions Group (NBSG) at Nationwide Financial
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Insights For Selling To Tom

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • 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
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tom is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Tom

  • 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 Tom move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Tom take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Tom

Personality Compatibility


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