Zachary Esplund

Inquirer
DISC Type : dc

Founder/CEO & Wealth Management Advisor at Physician's Wealth Solutions

Greater St. Louis, United States

Overview

Zachary Esplund is the Founder and CEO of Physicians Wealth Solutions, where he specializes in comprehensive financial planning for medical professionals. He holds numerous certifications, including CFP®, ChFC®, and CAP®. Clients often describe him as honest, transparent, and an excellent teacher.

Zachary is a family-oriented professional who recently relocated to Scottsdale, Arizona, with his wife, Ashley, and their three children. The move was driven by a desire to create a better work-life balance, reflecting his personal commitment to family and well-being.

He is dedicated to making a profound impact in his clients lives, helping them achieve their goals and dreams.

Personality Overview

Judgemental

ROI Conscious

Hard To Convince

They can be nudged to make faster decisions by offering what they value.  They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Planning for Physicians
His entire practice is built around providing specialized, holistic financial planning and wealth management for physicians at all career stages.
Work-Life Balance
He recently moved his family and practice from Illinois to Scottsdale, Arizona, specifically to achieve a better work-life balance.
Family Values
Described as a family-oriented professional, his bio mentions his wife and three children as a core part of his life.

Media Appearances

Zachary Esplund - Physician's Wealth Solutions | Northwestern Mutual. Featured in Forbes

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Note From Our Founder – Zachary Esplund. Featured in Physician's Wealth Solutions (Northwestern Mutual)

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Seminars & Speaking Engagements – Zachary Esplund (Physician's Wealth Solutions). Featured in Physician's Wealth Solutions (NM.com)

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Work History

3-2012
Founder/CEO & Wealth Management Advisor at Physician's Wealth Solutions
1-2012
Financial Advisor at Northwestern Mutual - Physicians Nationwide
1-2012
Financial Advisor at Northwestern Mutual

Education

2009 - 2011
Bachelor of Business Administration (BBA) from McKendree University
2007 - 2009
Associate of Arts and Sciences (A.A.S.) from Kaskaskia College

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater St. Louis, United States Job Level : N/A Designation : Founder/CEO & Wealth Management Advisor at Physician's Wealth Solutions
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Insights For Selling To Zachary

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Refer to testimonials from others in similar positions
  • Highlight the competitive differentiation of your product

DONT's

  • Avoid repeating yourself or making generalizations
  • Do not give up if they are not convinced, try again with a different approach
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zachary is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Zachary

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Zachary move?

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

  • They can take risks but after weighing up the pros and cons.

You And Zachary

Personality Compatibility


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