Derrick Murray, CFP® RICP® CLTC®

Questioner
DISC Type : c

Wealth Management Advisor at Northwestern Mutual

Atlanta, Georgia, United States

Overview

Derrick Murray is a Wealth Management Advisor and Field Director with Northwestern Mutual in Atlanta. A Furman University economics graduate and former collegiate football player, he holds CFP®, RICP®, and CLTC® designations. People who have worked with him describe him as focused, determined, and disciplined, with a passion for helping his community.

Personality Overview

Systematic

Cautious & Analytical

Price-Sensitive

They prefer to fully evaluate every situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Financial Education
He focuses on educating clients, particularly first-generation affluent individuals, to change the financial narrative in the African American community and build generational wealth.
Holistic Financial Planning
His practice centers on creating comprehensive plans covering risk management, investments, and tax efficiency to help clients achieve long-term security.
College Football
As a former four-year varsity football player at Furman University, he credits the sport with teaching him grit, dependability, and leadership.

Media Appearances

Derrick has no verified media appearances

Work History

1-2014
Wealth Management Advisor at Northwestern Mutual

Education

2017 - 2018
Certificate in Financial Planning from University of Georgia - Terry College of Business
2009 - 2013
Bachelor of Arts from Furman University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Atlanta, Georgia, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Derrick

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Derrick is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Derrick

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Derrick move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Derrick take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Derrick

Personality Compatibility


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