Basic Information
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Company
Northwestern Mutual -
Phone
9523569824 -
Email
shannon.reger@nm.com -
Mobile phone
952-356-9824 -
Describe How You Would Like To Be Introduced Via Email
Although I love an email introduction including both myself and the interested party, I also prefer a separate email including their reason for interest and their phone number. This way I may follow-up in order to coordinate an introduction convo. (in person or virtually) with the potential client. -
What is your "why"? Why do you do what you do?
Personally, I realized the impact of a quality plan late in life. It is my belief that everyone deserves the right to a financial education to make life decisions with intension. No one is completely free of financial worry, but freedom of choice is priceless. Don't know what planning entails? Allow me to learn more about you in an initial conversation! -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
What has been your experience with your current planner/plan?
What financial questions are currently on your mind?
If you already have a wealth advisor, have you also paired those decisions with risk management strategies? -
Unique Selling Proposition
Most of my clients have done work with a wealth management advisor/firm. This is a step in the right direction. I encourage my clients to pair these tactics with the other half of the equation, the defensive strategy. To grow wealth without a good balance of risk management and a strategy to reduce tax could result in even the wealthiest running into problems. Wholistic planning requires intentional planning on both fronts. -
About me
With a background in corporate marketing operations and strategic media sales, I've always had a knack for planning and working with people. After an impactful personal experience with a financial planner, I was shocked at how poorly I judged the financial industry. Not only was financial planning the ultimate exercise in interpersonal relationships, but an immediate impact could be made on the lives of my potential clients. I'm driven by the mission of bringing awareness and education around financial health to young professionals, new families, and those who have struggled with starting over after divorce. It's never too late to sit down and make a plan! -
Profession
Personal Financial Planning -
Title
Financial Planner -
Hobbies and interest
Walking my two dogs, spending time with my family (niece and nephew), reading, designing rooms/home renovation projects, listening to true crime podcasts, traveling with my boyfriend, and a good psychological thriller movie/series! -
Website
https://www.northwesternmutual.com/financial/advisor/shannon-reger/
Contact Information
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City / Town
Edina -
State
MN -
Zip
55416 -
Country
United States -
Special offers to the group
Each prospective client will receive multiple free consultations to better get to know them, their plan, and see if I may be a resource for them now or down the line. -
LinkedIn Profile
https://www.linkedin.com/in/shannon-reger/
Education
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College / University
University of Minnesota - Twin Cities -
Graduation Year
2012