John V. Murphy IV, CFP ®, APMA

Evaluator
DISC Type : SDC

Private Wealth Advisor at Ameriprise Financial Services, LLC.

Annapolis, Maryland, United States

Overview

John V. Murphy IV is a Private Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ with over 23 years of experience. Based in the Annapolis, MD area, he leads his practice, Murphy and Associates, specializing in retirement strategies and wealth preservation. He holds an MBA from the University of Baltimore.

He owns business entities, including one with a Sarasota, Florida address, to manage his Ameriprise practice, suggesting business operations or ties in multiple states.

Personality Overview

Fast But Analytical

Thorough Evaluator

Quality Focused

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Long-Term Investing
His public posts emphasize the importance of staying invested during market downturns and focusing on long-term growth potential over short-term fluctuations.
Wealth Preservation
Listed as a primary area of focus, he helps clients create strategies to protect their assets for the future.
Retirement Strategies
He specializes in developing personalized retirement income and planning strategies to help clients achieve their unique post-career goals.

Media Appearances

John has no verified media appearances

Work History

5-1998
Private Wealth Advisor at Ameriprise Financial Services, LLC.

Education

2001 - 2002
Certified Financial Planner from Georgetown University
1995 - 1998
Master of Business Administration (MBA) from University of Baltimore

More Information

Social Presence :

Prographics :

Exp : 27 Location : Annapolis, Maryland, United States Job Level : N/A Designation : Private Wealth Advisor at Ameriprise Financial Services, LLC.
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from John

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will John move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can John take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And John

Personality Compatibility


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