Marc Freedman CFP® at Freedman Financial

Commander
DISC Type : D

Founding President at Congregation Ahavat Olam, North Andover

Peabody, Massachusetts, United States

Overview

Marc has no verified overview

Personality Overview

Impact-Driven

Very Quick

Candid & Clear

More than the product, they care about the effectiveness of the product.  They are not focused on building rapport and relationships. They respond well to strong and respectful communication.

Topics They Care About

Marc has no verified topics they care about

Media Appearances

Marc has no verified media appearances

Work History

7-2022
Founding President at Congregation Ahavat Olam, North Andover
1-2013 - 5-2023
On Air HOST "Dollars & Sense" Radio Show 104.9 8a-9a every Sunday 🎧 at North Shore 104.9 FM
10-2007
Author of 'Retiring For The Genius | Motivational Speaker | Financial Literacy at MSF Productions
7-1991
CEO/President Owner at Freedman Financial
7-1991
LPL Financial Registered Representative at LPL Financial

Education

1987 - 1989
Bachelors of Science in Management from Babson College
1984 - 1987
Journalism from University of Massachusetts Amherst

More Information

Social Presence :

Prographics :

Exp : 34 Location : Peabody, Massachusetts, United States Job Level : Junior Designation : Founding President at Congregation Ahavat Olam, North Andover
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Insights For Selling To Marc

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Get to the point quickly instead of spending time doing small talk

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Don’t be in a rush to invite them for a social meet and greet
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marc is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Marc

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Marc move?

  • They can take decisions very fast if you manage to convince them.
  • Can Marc take some risk or not?

  • The risks don’t matter much to them.

You And Marc

Personality Compatibility


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