Griffin Vehar

Energizer
DISC Type : I

Retirement Education Consultant at Gallagher

Greater Cleveland, United States

Overview

Griffin Vehar is a Retirement Education Consultant at Gallagher, specializing in delivering financial education and driving plan adoption. His background includes roles as a Financial Advisor at Marcum Wealth and a Wealth Planning Analyst at UBS. He holds a Series 66 license and is an alumnus of Syracuse University.

He maintains a strong interest in financial markets and investment management trends, actively following industry leaders like Vanguard and The Wall Street Journal to stay informed on behalf of his clients.

A consistent high-performer, he has a track record of exceeding client retention, plan participation, and sales goals throughout his career.

Personality Overview

Believer

Full Of Energy

Relationship Oriented

They are naturally enthusiastic, so take their promise with a pinch of salt.  They excel at seeing the bigger picture, and the long-term impact of their decisions. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Retirement Education
His current role is centered on creating and delivering customized financial education programs to enhance retirement plan participation and understanding.
Financial Planning
His past roles involved developing tailored investment plans and financial strategies for high-value clients at firms like Marcum Wealth and UBS.
Client Engagement
He consistently focuses on consultative engagement and proactive education to drive client satisfaction, retention, and measurable results.

Media Appearances

Griffin has no verified media appearances

Work History

4-2023
Retirement Education Consultant at Gallagher
7-2021 - 12-2022
Financial Advisor at Marcum Wealth
10-2019 - 7-2021
Retirement Education Specialist at Oswald Financial, Inc.
6-2015 - 8-2018
Wealth Planning Analyst at UBS
1-2014 - 6-2015
Account Executive at Stone Street Capital

Education

2009 - 2014
Bachelor's degree from Syracuse University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Greater Cleveland, United States Job Level : N/A Designation : Retirement Education Consultant at Gallagher
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Insights For Selling To Griffin

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Be friendly and entertaining in your conversation
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be too formal, focus on building comfort and trust
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Griffin is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Griffin

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Griffin move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Griffin take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Griffin

Personality Compatibility


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