Brian Marks

Doer
DISC Type : sd

Training Program Strategy & Consulting, President at Knopman Marks Financial Training

New York, New York, United States

Overview

Brian Marks is the President of Knopman Marks Financial Training, where he has driven the firms growth and technological innovation since joining in 2004. A graduate of The Wharton School, he specializes in creating engaging training programs for financial services professionals and has authored articles on talent retention and development.

Outside of work, Brian is a dedicated father to two daughters. He is passionate about teaching them the principles of financial literacy, such as saving and investing, from a young age, turning complex financial concepts into relatable life lessons.

Brian works in a family business that his father, Harvey Knopman, founded.

Personality Overview

Fast-paced

Results Focused

Risk-Accepting

They are very professional in their approach and can weigh multiple perspectives together.  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.

Topics They Care About

Talent Development
He has recently written about understanding the anxieties of emerging talent and investing in their success from day one to improve retention.
Engaging Training
He focuses on making traditionally dry securities exam preparation captivating and even fun, believing that passion is contagious for learners.
EdTech Innovation
Has been instrumental in leveraging technology to innovate and grow his firm's training programs since 2004.

Media Appearances

To Drive Performance, Train Like an Athlete. Featured in Knopman Marks Financial Training Blog

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Managers Gain New Window into Candidate Progress & Readiness. Featured in Knopman Marks Financial Training Blog

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Everything You Need to Know About FINRA’s Online Testing. Featured in Knopman Marks Financial Training Blog

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Work History

5-2019
Training Program Strategy & Consulting, President at Knopman Marks Financial Training
1-2010 - 4-2019
Managing Director at Knopman Marks Financial Training
4-2004 - 12-2009
Vice President at Knopman Marks Financial Training

Education

1999 - 2003
Bachelor of Economics from The Wharton School

More Information

Social Presence :

Prographics :

Exp : 21 Location : New York, New York, United States Job Level : N/A Designation : Training Program Strategy & Consulting, President at Knopman Marks Financial Training
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian 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 Brian

  • 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 Brian move?

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

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

You And Brian

Personality Compatibility


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