Fady Chaccour, RFC®, ChFC®, CCA®

Critic
DISC Type : C

Founder | Your Financial Quarterback at Building Blocks Financial Planning

Westlake, Ohio, United States

Overview

Fady is a Marine Veteran and the founder of Building Blocks Financial Planning, where he operates as "Your Financial Quarterback. " He is a Chartered Financial Consultant (ChFC®) specializing in complex financial planning, estate preservation, and business continuity for professionals and small business owners, drawing on his education in Finance and Economics from Cleveland State University.

Outside of his firm, Fady is deeply involved in philanthropic activities. He dedicates time to his family and is an active member of his Parish Council. He has also served as a board member for the American Foundation for Auxilia and the Cleveland Chapter of The American Diabetes Association, demonstrating a strong commitment to community service.

As a Marine Veteran, he founded a veteran-owned financial planning firm to continue his service by guiding clients.

Personality Overview

Critic

Information Seeker

ROI Driven

They prefer to do logical analysis and value evidence over emotions.  Unless the value is proven by data, they are unlikely to value fancy features. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Estate Preservation
Focuses on wealth accumulation and transfer for clients and posts content on niche topics like the Alternate Valuation Date for estate executors.
Business Continuity
Advises small businesses and non-profits on risk management, including the use of tools like D&O insurance to protect their operations.
Veteran Support
As a Marine veteran and founder of a veteran-owned firm, he is passionate about serving the community and is affiliated with the National Marine Corps Business Network.

Media Appearances

Fady has no verified media appearances

Work History

1-2010
Founder | Your Financial Quarterback at Building Blocks Financial Planning
9-1991
Independent Financial Advisor at National Marine Corps Business Network (501)(c)(3)
2-2016
Reg Rep at First Heartland Capital, Inc.
2-2016
IAR at FIRST HEARTLAND CONSULTANTS, INC.
2-2016
Co-Founder and Managing Member at River Financial Group

Education

2008 - 2010
Charterd Financial Consultant ChFC from The American College of Financial Services
1988 - 1990
Finance and Economics from Cleveland State University

More Information

Social Presence :

Prographics :

Exp : 34 Location : Westlake, Ohio, United States Job Level : Leadership Designation : Founder | Your Financial Quarterback at Building Blocks Financial Planning
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Insights For Selling To Fady

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be formal and objective, they will appreciate it more

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Fady is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Fady

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Fady move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Fady take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Fady

Personality Compatibility


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