Alan Grad

Doer
DISC Type : sd

Managing Partner at American Business an Integrity Company

Manhasset, New York, United States

Overview

Alan Grad is the Managing Partner at American Business, an Integrity Company, a prominent insurance firm he has been with for over two decades. He specializes in life insurance and estate planning for high-net-worth individuals and business owners. He is an alumnus of The Wharton School at the University of Pennsylvania.

Outside of his professional life, Alan has a keen interest in sports, particularly tennis and golf. He actively participates in organizing and sponsoring events, such as a tennis exhibition with the Bryan Brothers. He also values family and has been married to his wife Lori for over 25 years.

He has successfully summited Mount Kilimanjaro.

Personality Overview

Long-term Focused

Risk-Accepting

Strategic Planner

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Estate Planning
Specializes in developing and implementing estate planning strategies for high-net-worth clients to ensure wealth preservation and transfer.
Life Insurance
Focuses on providing sophisticated life insurance solutions for individuals, families, and businesses as a core part of his practice.
Charitable Giving
He is involved with philanthropic endeavors, including his support for the UJA-Federation of New York.

Media Appearances

Alan has no verified media appearances

Work History

9-1977
Managing Partner at American Business an Integrity Company

Education

Undergraduate from The Wharton School

More Information

Social Presence :

Prographics :

Exp : 48 Location : Manhasset, New York, United States Job Level : N/A Designation : Managing Partner at American Business an Integrity Company
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Insights For Selling To Alan

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • During followups, use phone or text if needed, they should be fine
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alan is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Alan

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Alan move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Alan take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Alan

Personality Compatibility


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