Northwestern Mutual

Industry: Banking / Finance

Business Size: 1-4

Phone: (904)412-7302

Address:
5552 Dover Crest Lane
Jacksonville, FL 32258

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About Northwestern MutualDion Beauchamp is a Financial Representative with Northwestern Mutual, helping individuals, families, veterans, and business owners build greater financial clarity and confidence. Drawing on 26 years of leadership experience as a retired U.S. Navy Master Chief, Dion brings a disciplined, relationship-focused approach to financial planning—helping clients protect what they’ve built, prepare for retirement, and create a lasting legacy.

What differentiates you from the competition?My strong desire to help people achieve financial freedom.

What are your top selling services or products that your company offers?The majority of our difference is our ability to help everyone that makes a living wadge.

If you had one message to get across to future customers, what would it be?It doesn't take a lot of money to have a financial advisor, what it takes is a strong desire to save money.

What is the biggest marketing challenge that you will face in the upcoming year?Reaching enough qualified leads to generate enough revenue to sustain operations.

What are your top priorities for managing risk and compliance?My first priority is to really know my client and their individual situation. My second step is to educate my clients on the types of risks and educate them on the types of risk they are exposed to and how our plan helps them to mitigate the risk. I think the compliance piece is just doing the right thing all of the time.

How do you ensure financial literacy among your clients?From the very beginning of our relationship, I educate my clients on all of the terminology and concepts that we are famous for here at NM,

What impact is fintech having on traditional banking models?I see the use of technology as an overwhelmingly positive continually evolving good thing. If the person uses technology and advice together, I don’t think you can go wrong.

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