Justin A. Makris

Harmonizer
DISC Type : IS

Financial Advisor at Wealth Design Group

Greater Houston, United States

Overview

Justin Makris is a Partner at Wealth Design Group, where he focuses on empowering families through strategic financial planning. He leverages his expertise in estate, business, and retirement planning to help clients achieve their goals. Justin holds a BBA in Finance from Baylor Universitys Hankamer School of Business.

Justin is a native Houstonian who is married to his high school sweetheart, Lauren, and they have three children. An avid outdoorsman, he enjoys hunting, fishing, and spending time with his family at their bay house in Galveston. He is also an active member of NAIFA Houston.

He believes that investing is far more of an emotional intelligence test than an IQ test, and that emotional discipline is the real superpower.

Personality Overview

Diplomatic

Friendly

Adaptive

They are more likely to opt for solutions that are proven in the market.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Scenarios where both sides can come out as winners appeal to them greatly.

Topics They Care About

Family Financial Strategy
His firm's mission is to empower families to experience purpose, freedom, and abundance through comprehensive financial planning and coaching.
Legacy Planning
He has shared that legacy is not just about inheritance, but also about passing on the stories, traditions, and values that shape future generations.
Investment Psychology
Believes an investor's ability to stay steady through market ups and downs is more critical to results than picking the 'perfect' investment.

Media Appearances

Justin Makris, Financial Advisor at Wealth Design Group. Featured in YouTube

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Justin Makris at Wealth Design Group | Houston TX. Featured in Facebook

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Work History

Financial Advisor at Wealth Design Group
Investment Advisor Representative at Wealth Design Group
Partner at Wealth Design Group
Financial Services at Morgan Stanley Wealth Management
Summer Intern at Capstone Asset Management

Education

2001 - 2005
Education details unavailable from Houston Christian High School

More Information

Social Presence :

Prographics :

Exp : N/A Location : Greater Houston, United States Job Level : Junior Designation : Financial Advisor at Wealth Design Group
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Insights For Selling To Justin A.

During A Call Or A Meeting

DO's

  • Show them how they look good by making this decision
  • Show genuine interest in solving their problems
  • Use phrases like ‘trust me when’, ‘your team will love’ etc.

DONT's

  • Don’t give the impression of being unproven or risky
  • Don’t push them to make decisions very fast, let them take their time
  • Don’t sound very transactional

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Justin A. is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Justin A.

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Justin A. move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Justin A. take some risk or not?

  • They probably won’t put a lot at risk.

You And Justin A.

Personality Compatibility


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