Carl Watkins CFP®, CDFA™, AIF®

Examiner
DISC Type : cs

Director, Senior Wealth Advisor at Mariner Wealth Advisors

North Port-Sarasota Area, United States

Overview

Carl is a Director and Senior Wealth Advisor at Mariner Wealth Advisors, where he develops comprehensive wealth plans. He holds specialized credentials as a Certified Divorce Financial Analyst (CDFA™) and an Accredited Investment Fiduciary (AIF®) and earned his BS from Florida State University.

Outside of his professional role, Carl is actively engaged in his community. He is involved with the Leadership Sarasota program, demonstrating a commitment to fostering local leadership and development within the Sarasota area.

He has unique expertise in helping clients navigate the financial complexities of divorce, a specialty supported by his CDFA™ designation.

Personality Overview

Tough To Convince

Overcautious

Status Quo Seeker

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach.

Topics They Care About

Holistic Wealth Planning
He focuses on creating "360° wealth plans" that integrate tax, insurance, and estate planning services to meet client goals.
Divorce Financial Planning
As a Certified Divorce Financial Analyst (CDFA™), he has a specialized practice helping clients manage the financial aspects of divorce.
Community Leadership
He is an active participant in the Leadership Sarasota program, showing a strong interest in local community and professional development.

Media Appearances

Carl has no verified media appearances

Work History

8-2021
Director, Senior Wealth Advisor at Mariner Wealth Advisors
1-2020 - 8-2021
Director Of Financial Planning at Allegiant Private Advisors
1-2018 - 8-2021
Principal at Allegiant Private Advisors
9-2015 - 8-2021
American Veterinary Medical Association Group Health & Life Insurance Trust at Allegiant Private Advisors
10-2014 - 9-2015
Certified Financial Planner at Kerkering Barberio Financial Services

Education

2010 - 2012
CERTIFIED FINANCIAL PLANNER CERTIFICATION PROGRAM from Florida Atlantic University
2002 - 2006
BS from Florida State University

More Information

Social Presence :

Prographics :

Exp : 16 Location : North Port-Sarasota Area, United States Job Level : Senior Designation : Director, Senior Wealth Advisor at Mariner Wealth Advisors
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Insights For Selling To Carl

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carl is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Carl

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Carl move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Carl take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Carl

Personality Compatibility


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