Marchaun M.

Collaborator
DISC Type : si

Assistant Vice President at Western & Southern Financial Group

Cincinnati, Ohio, United States

Overview

Marchaun M. is an Assistant Vice President and Advanced Markets Consultant at Western & Southern Financial Group. He leverages his Doctor of Law degree from Northeastern University to provide expert support in tax, estate, and business planning for financial advisors and their clients.

He has a demonstrated interest in civic engagement, having served as the treasurer for a city council campaign. In this role, he managed weekly expense and donation reporting, monitored cash flows, and advised on marketing strategy expenses, showcasing his financial acumen in a political context.

Unique fact: Marchaun combines a legal education with deep expertise in financial services to navigate complex planning challenges.

Personality Overview

Consensus Builder

Appreciative

Example Driven

Scenarios where both sides can come out as winners appeal to them greatly.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to opt for solutions that are proven in the market.

Topics They Care About

Estate Planning
He actively posts about the impact of changing exemption amounts on estates and the importance of timely planning with professional advisors.
Business Succession
He analyzes and shares insights on strategies like stock redemption for buy-sell agreements between business owners.
Tax Law Changes
He discusses the implications of expiring provisions from legislation like the Tax Cuts and Jobs Act of 2017.

Media Appearances

Marchaun has no verified media appearances

Work History

10-2023
Assistant Vice President at Western & Southern Financial Group
5-2023 - 1-2024
Treasurer at Skeens Committee for City Council, At-Large
1-2021 - 10-2023
Financial Planner at Pruco Securities, LLC at Prudential Financial
3-2019 - 1-2021
Financial Planner at Baystate Financial
4-2017 - 3-2019
Financial Services Professional at NYLIFE Securities LLC

Education

Doctor of Law - J.D. from Northeastern University School of Law
Bachelor of Arts from Tufts University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Cincinnati, Ohio, United States Job Level : Senior Designation : Assistant Vice President at Western & Southern Financial Group
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Insights For Selling To Marchaun

During A Call Or A Meeting

DO's

  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • Be visibly appreciative of their actions during your interactions
  • If possible, involve their colleagues in the sales process

DONT's

  • Don’t ask too many questions that sound too dry and objective
  • Avoid unnecessary confrontation if it arises incidentally
  • Don’t get into excessive details unless prompted

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marchaun is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Marchaun

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Marchaun move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Marchaun take some risk or not?

  • It is unlikely that they will take many risks.

You And Marchaun

Personality Compatibility


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