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Felipe

Wealth Advisor Associate at Truist Financial Corporation

United States

Felipe Soto is a Wealth Advisor Associate at Truist Financial Corporation, specializing in providing comprehensive wealth management guidance for clients across South Florida. He consults on financial planning, business strategy, asset accumulation, tax planning, and trusts, offering tailored solutions that include risk management and estate strategies for individuals and families. Felipe began his financial services career after completing advanced training and education in finance and has developed expertise in cash-flow forecasting, business planning, trust formation, and premium lending. He holds securities licenses necessary for advisory roles and demonstrates a commitment to delivering innovative, client-centered service as part of Truist's wealth management team.

Felipe's questions to INSULET (PODD) leadership

Question · Q3 2025

Felipe, on behalf of Richard Neueter, asked about the customer acquisition cost for Type 2 patients compared to Type 1, and how Insulet's scale provides an advantage in converting this patient population, given the early adoption stages.

Answer

Ashley McEvoy, President and CEO, noted that Insulet closely monitors customer acquisition costs. Eric Benjamin, COO, explained that leveraging the common call point with Type 1 prescribers creates strong commercial synergy and efficiency for Type 2. While activating new prescribers initially incurs higher costs, Insulet is selective and efficient, focusing on high-opportunity areas and closely managing overall customer acquisition costs.

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