Marc Smith
Commander · DISC type DMarc Smith is the President of I. M. Financial, where he focuses on guiding clients with custom financial strategies to maximize their wealth and lifestyles. A graduate of SUNY New Paltz, he is also a Financial Advisor of Park Avenue Securities.
He shows a keen interest in broader business strategy, sharing content focused on helping founders and professionals work "on" their business, not just "in" it, fostering a mindset of strategic growth and development beyond day-to-day operations.
Marc specializes in advanced estate planning techniques, including the use of Family LLCs to help clients minimize transfer taxes.
Read the full overview →How Marc shows up
More than the product, they care about the effectiveness of the product. They like to act fast and expect others to do the same. They are not focused on building rapport and relationships.
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Dominance (D)
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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