Harrison Nathan

Doer
DISC Type : ds

Financial Advisor at MassMutual Financial Group

Atlanta, Georgia, United States

Overview

Harrison Nathan is a Financial Advisor at MassMutual and part of The Piedmont Group in Georgia, where he runs Nathan Wealth Management. Recognized by Forbes as a 2025 Top Financial Security Professional, he specializes in helping clients with comprehensive financial decisions. He is also connected with The Ohio State University.

Based on his consistent presence in the "Guide to Jewish Atlanta" and celebratory posts for holidays like Hanukkah, Harrison appears to be actively involved with or connected to Atlantas Jewish community.

He was named to the Forbes 2025 Best-In-State Top Financial Security Professionals list for Georgia.

Personality Overview

Fast-paced

Risk-Accepting

Strategic Planner

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Financial Security
He was recognized on the Forbes 2025 list of Top Financial Security Professionals, highlighting his expertise in wealth preservation and complex planning.
Estate Planning
He recently highlighted that one-third of small business owners lack an estate plan, urging them to protect their family's and business's future.
Whole Life Insurance
Promotes whole life insurance as an enduring gift for children and grandchildren that provides lasting financial value and a head start in life.

Media Appearances

Harrison has no verified media appearances

Work History

Financial Advisor at MassMutual Financial Group

Education

1995 - 1999
Education details unavailable from The Ohio State University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Atlanta, Georgia, United States Job Level : N/A Designation : Financial Advisor at MassMutual Financial Group
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Insights For Selling To Harrison

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Harrison is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Harrison

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Harrison move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Harrison take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Harrison

Personality Compatibility


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