Marc Eisenshtat

Doer
DISC Type : ds

Wealth Management Advisor at Northwestern Mutual Wealth Management Company

New York City Metropolitan Area, United States

Overview

Marc is a Forbes-recognized Wealth Management Advisor at Northwestern Mutual, where he also serves as Director of Growth and Development. Praised for being trustworthy, knowledgeable, and diligent, he holds Series 7 and various insurance licenses and is a graduate of The Storm King School.

Marc is deeply committed to philanthropy, serving as the Vice-President of the national Sunrise Walks campaign for the Sunrise Association. This organization provides free day camps for children with cancer and their siblings, a cause inspired by his own childhood experiences with his brother.

He founded the Restaurant Industry Financial Association (RIFA) to provide a network of trusted professionals for restaurant owners.

Personality Overview

Strategic Planner

Results Focused

Deliberate Doer

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Pediatric Cancer Support
He is the Vice-President for the national walk campaign for the Sunrise Association, which offers free day camps for children with cancer and their siblings.
Holistic Financial Planning
Helps clients with wealth management, insurance, and employee benefits, focusing on protecting and preserving assets for long-term family and business security.
Restaurant Industry Finance
He is the founder of The Restaurant Industry Financial Association (RIFA), an expansive network of trusted professionals who support member restaurants.

Media Appearances

Marc has no verified media appearances

Work History

11-2002
Wealth Management Advisor at Northwestern Mutual Wealth Management Company
1-2018
Director of Growth and Development at Northwestern Mutual Wealth Management Company
1-2009
Founder at The Restaurant Industry Financial Association RIFA

Education

Marc has no verified education history

More Information

Social Presence :

Prographics :

Exp : 23 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Wealth Management Advisor at Northwestern Mutual Wealth Management Company
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Insights For Selling To Marc

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't go over them unless you are left with no other option
  • Don't shy away from asking hard questions, but be extra polite
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marc 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 Marc

  • 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 Marc move?

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

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

You And Marc

Personality Compatibility


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