Marc Henn

Activist
DISC Type : Cd

CEO & Founder at Harvest Financial Advisors, LLC

Cincinnati, Ohio, United States

Overview

Marc Henn is the CEO and Founder of Harvest Financial Advisors and a CERTIFIED FINANCIAL PLANNER™ with over 30 years of experience. A Purdue University graduate, he provides comprehensive financial advising as a fiduciary, helping clients retire early, enhance cash flow, and minimize taxes through strategic planning.

Outside of work, Marc is passionate about educating others on financial literacy and speaks to groups of all ages. He is actively involved in his church and enjoys spending time with his wife and five daughters. He is also a member of the American Numismatic Association, indicating an interest in coin collecting.

Interesting fact: Marc initially intended to become an aerospace engineer before a high school personal finance course ignited his true passion and completely redirected his career path.

Personality Overview

Value Conscious

Logical And Quick

Meticulous

They respond well to confident salespeople.  They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Tax Minimization
Author of "Power Plays of the Wealthy, " he focuses on teaching clients how to use the tax system intelligently and legally to their advantage.
Financial Literacy
Passionate about educating the next generation, he frequently speaks to various groups about financial planning and investing.
Holistic Advising
His firm was founded on providing comprehensive financial planning through transparency and communication, acting as fiduciaries held to the highest standard.

Media Appearances

Marc has no verified media appearances

Work History

1-2008
CEO & Founder at Harvest Financial Advisors, LLC
Senior Vice President | Registered Investment Advisor at Haberer Registered Investment Advisor, Inc.
Vice President at HCM Wealth Advisors
Client Representative at Charles Schwab

Education

1986 - 1990
Bachelor of Science from Purdue University Daniels School of Business

More Information

Social Presence :

Prographics :

Exp : 17 Location : Cincinnati, Ohio, United States Job Level : Leadership Designation : CEO & Founder at Harvest Financial Advisors, LLC
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Insights For Selling To Marc

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Get to the point quickly instead of spending too much time on pleasantries
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marc is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Marc

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Marc move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Marc take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Marc

Personality Compatibility


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