Christopher J. Mann, CFP®

Inspirer
DISC Type : id

Registered Investment Advisor at Titleist Asset Management

Chapel Hill, North Carolina, United States

Overview

Christopher is a Senior Financial Investment Advisor at Titleist Asset Management with over 30 years of experience. He specializes in ERISA plans and retirement planning, with a unique focus on advising physicians and employees of Duke University. He holds an MBA from Liberty University and is a Certified Financial Planner.

Personality Overview

Confident & Optimistic

Generous

Achievment Oriented

They don’t mind taking a stand if they believe in something.  They measure a product on its merit but can be influenced by strong testimonials. They usually prefer to drive the conversation.

Topics They Care About

Retirement Planning
A core focus of his 30+ year career, with deep experience in creating long-term financial wellness and security for clients.
ERISA Plan Management
A stated specialty, indicating a focus on fiduciary duties and maintaining compliance for employee retirement plans.
Duke Employee Finances
Has a dedicated specialty working with Duke University faculty, staff, and physicians on their unique financial and retirement needs.

Media Appearances

We are excited to announce that Chris Mann has joined Titleist Asset Management. Featured in Facebook

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Work History

1-2024
Registered Investment Advisor at Titleist Asset Management
7-2011
Sr. Financial Advisor at Duke University Retirement Plan Specialist
7-2011 - 1-2024
Director, Investment Planning - Duke University at Fidelity Investments
2-1996 - 7-2011
Vice President & Senior Account Executive at Fidelity Investments
10-1993 - 4-1996
Retirement Specialist at Fidelity Investments

Education

2010 - 2012
Master of Business Administration (MBA) from Liberty University
1987 - 1990
Education details unavailable from University of Delaware

More Information

Social Presence :

Prographics :

Exp : 32 Location : Chapel Hill, North Carolina, United States Job Level : N/A Designation : Registered Investment Advisor at Titleist Asset Management
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Insights For Selling To Christopher J.

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Acknowledge their status and position during the conversation
  • Refer to testimonials from well known people to highlight the value of your product

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't be unorganized, be prepared for the pitch
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Christopher J. is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Christopher J.

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Christopher J. move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Christopher J. take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Christopher J.

Personality Compatibility


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