Walter Putnam

Questioner
DISC Type : c

Wealth Management Advisor at Northwestern Mutual

Charlotte, North Carolina, United States

Overview

Walter Putnam is a highly accredited Wealth Management Advisor with Northwestern Mutual, holding CFP®, CLU®, ChFC®, and AEP® designations. An alumnus of the United States Air Force Academy, he focuses on preserving private capital, structuring success for high-net-worth clients, and protecting their financial legacies.

His background as a graduate of the United States Air Force Academy suggests a foundation built on discipline and strategic thinking. This experience likely informs his methodical approach to both his professional and personal endeavors, emphasizing structure and a long-term vision.

Walter has qualified for the Million Dollar Round Table’s prestigious "Top of the Table" honor 25 times.

Personality Overview

Systematic

Value Seeker

Not Easily Convinced

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Wealth Preservation
His entire practice is built around helping clients preserve and protect their wealth for future use, a core theme in his professional headline and mission.
Family Legacy Planning
He emphasizes avoiding family conflict and perpetuating core values, showing a focus on helping clients align their financial plans with their family's long-term vision.
Navigating Economy
His recent commentary focuses on market volatility, rising inflation, and economic uncertainty, indicating he is actively guiding clients through the current financial climate.

Media Appearances

Walter has no verified media appearances

Work History

4-1979
Wealth Management Advisor at Northwestern Mutual
4-1979
Wealth Management Advisor at Riverwalk Wealth Advisors

Education

1976 - 1979
Math and Business from University of North Carolina at Charlotte
1974 - 1976
Engineering from United States Air Force Academy

More Information

Social Presence :

Prographics :

Exp : 46 Location : Charlotte, North Carolina, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Walter

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Walter is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Walter

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Walter move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Walter take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Walter

Personality Compatibility


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