Kenrich Marte, CRPC™

Questioner
DISC Type : c

Financial Advisor at Ameriprise Financial Services, LLC

Massachusetts, United States

Overview

Kenrich Marte is a Chartered Retirement Planning Counselor℠ and Financial Advisor at Ameriprise Financial Services. He focuses on delivering holistic financial advice, managing client relationships, and leveraging market research. He holds certifications in Artificial Intelligence in Wealth Management and Financial Planning, and studied Christian Ministry at Midwestern Baptist Theological Seminary.

His professional background suggests a strong foundation in faith and service, having previously worked to guide families in empowering their lives of service and faith. This values-based approach likely informs his client relationships and financial guidance, aiming to build long-term trust and understanding.

He holds specialized certifications in the application of Artificial Intelligence for both wealth management and financial planning.

Personality Overview

Price-Sensitive

Not Easily Convinced

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

AI in Wealth Management
Holds certifications in "Artificial Intelligence in Wealth Management" and "Artificial Intelligence in Financial Planning, " indicating a forward-looking approach to financial technology.
Investment Research
Actively shares market outlooks from the Ameriprise Investment Research Group, focusing on themes and influences for equity and fixed income markets.
Holistic Financial Advice
His role centers on managing and deepening client relationships by delivering comprehensive financial advice aligned with their long-term goals and progress.

Media Appearances

Kenrich has no verified media appearances

Work History

7-2024
Financial Advisor at Ameriprise Financial Services, LLC
7-2023 - 5-2024
Financial Advisor at Thrivent

Education

1-2020 - 5-2023
Christian Ministry from Midwestern Baptist Theological Seminary

More Information

Social Presence :

Prographics :

Exp : 2 Location : Massachusetts, United States Job Level : N/A Designation : Financial Advisor at Ameriprise Financial Services, LLC
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Insights For Selling To Kenrich

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kenrich is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Kenrich

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kenrich move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Kenrich take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Kenrich

Personality Compatibility


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