Andrew Martin

Enigma
DISC Type : dci

Founder and President at Atlas Finanical Strategies

Pensacola, Florida, United States

Overview

Andrew Martin is the Founder and President of Atlas Financial Strategies, where he provides holistic financial and business planning. A University of South Alabama graduate, he specializes in working with business owners and contractors and has been recognized by Forbes as a Top Financial Security Professional in Florida.

Andrews path to finance was unconventional; he initially attended college to pursue owning a gym. A personal finance elective ignited his passion for helping people navigate their financial lives, a mission he carries out by enabling clients to use their money as a tool to support their families.

Unique fact: He decided to become a financial advisor after a single elective course in college convinced him it was his calling to teach people about money.

Personality Overview

Fast Follower

Persuasive & Assertive

Hard To Convince

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Business Owner Finance
He specializes in providing comprehensive financial planning for business owners, with a particular focus on the unique challenges faced by contractors.
Holistic Financial Planning
Advocates for an all-encompassing approach that integrates investments, taxes, insurance, and business planning to align with a client's complete financial picture.
Financial Literacy
His own career was inspired by a personal finance course, and he is passionate about equipping others with the knowledge to achieve financial security.

Media Appearances

Andrew has no verified media appearances

Work History

1-2015
Founder and President at Atlas Finanical Strategies
3-2013
Financial Services Professional at NYLIFE Securities LLC
11-2011
Agent at New York Life Insurance Company

Education

Bachelor of Science - BS from University of South Alabama

More Information

Social Presence :

Prographics :

Exp : 14 Location : Pensacola, Florida, United States Job Level : Leadership Designation : Founder and President at Atlas Finanical Strategies
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Use a combination of data as well as stories for your pitch, a ppt might not be necessary
  • Build rapport slwly without rushing, it will come handy to handle hard questions later

DONT's

  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Avoid making offhand commitments, understand the root of their concerns first
  • Don’t brush off any concerns, take all questions seriously. They are easily deterred

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Andrew

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Andrew take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Andrew

Personality Compatibility


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