Marc J Bernstein

Judge
DISC Type : Dc

Board Member at Satell Institute

Ambler, Pennsylvania, United States

Overview

Marc has no verified overview

Personality Overview

Generally Skeptic

Demanding

Objective Thinker

They like to move fast and expect the same from others.  They respond well to strong and respectful communication. They take a lot of pride in personal achievements.

Topics They Care About

Marc has no verified topics they care about

Media Appearances

Marc has no verified media appearances

Work History

1-2023
Board Member at Satell Institute
9-2022
Founder/Partner, Financial Planner at MarchFWD, LLC
10-2018
Author- The Fiscal Therapy Solution 1.0 at Marc J. Bernstein JD, ChFC, CLU, CAP
1-2016
Member Board of Directors at The American Technion Society
1-2015 - 9-2022
Founder/Financial Planner at MWealth Advisors

Education

Doctor of Law - JD from The Ohio State University Moritz College of Law
Law from New York University School of Law

More Information

Social Presence :

Prographics :

Exp : N/A Location : Ambler, Pennsylvania, United States Job Level : N/A Designation : Board Member at Satell Institute
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Insights For Selling To Marc J

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Objectively showcase the impact that your product creates
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marc J 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 J

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Marc J move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Marc J take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Marc J

Personality Compatibility


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