Glen Ketchian

Inquirer
DISC Type : cd

FSA - Merrill at Merrill Lynch Wealth Management

Guilford, Connecticut, United States

Overview

Glen Ketchian is a Merrill Financial Solutions Advisor who specializes in developing investment and retirement strategies. A graduate of the Rochester Institute of Technology, he holds the Chartered Retirement Planning Counselor certification and focuses on creating personalized plans to help clients pursue their financial goals.

He was recognized as the "Raging Bull of the Month" at his Merrill office, a meaningful honor for his contributions as a newcomer to the firm.

Personality Overview

Hard To Convince

Judgemental

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

Retirement Planning
Holds a Chartered Retirement Planning Counselor designation and focuses on helping clients prepare for their long-term financial futures.
Investment Strategy
Advises on building diversified portfolios and managing cash reserves to reduce market risk and support growth.
Market Trends
He follows and comments on the impact of Federal Reserve interest rate decisions and U. S. Treasury yields on investors.

Media Appearances

Glen has no verified media appearances

Work History

1-2024
FSA - Merrill at Merrill Lynch Wealth Management

Education

1991 - 1995
Bachelor's Degree from Rochester Institute of Technology

More Information

Social Presence :

Prographics :

Exp : 1 Location : Guilford, Connecticut, United States Job Level : N/A Designation : FSA - Merrill at Merrill Lynch Wealth Management
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Insights For Selling To Glen

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Tell them that you are there to help them create visible impact within their organization
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Glen is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Glen

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Glen move?

  • Their decision making speed is somewhere in the middle.
  • Can Glen take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Glen

Personality Compatibility


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