Azil Malan in

Azil Malan

Enthusiast · DISC type i
Financial Planning Consultant at Xception Advisory Group
📍 Fort Myers, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
26 Years
Current Role
Financial Planning Consultant
Job Level
Senior
Location
Fort Myers, Florida, United States
Personality Overview

How Azil shows up

Story Driven
Consensus Focused
Amiable & Agreeable

Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Priorities

Topics Azil cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2025
Financial Planning Consultant
Xception Advisory Group
2-2014 - 2-2025
Senior Client Manager
Wellspring Associates
11-2009 - 11-2013
VP of Operations
Crown Financial Solutions
7-2008 - 10-2009
Insurance Agent
Bankers Life and Casualty
10-2005 - 4-2008
Escrow Manager
Focus Mortgage Corporation
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2003
Bachelor of Arts
California State University-Dominguez Hills
1999 - 2001
Associate of Arts
Santa Monica College
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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