Mark Driscoll

Critic
DISC Type : C

Regional Director at Focus Partners Advisor Solutions

Greater Boston, United States

Overview

Mark Driscoll is a Regional Director at Focus Partners Advisor Solutions, where he supports RIAs and independent financial advisors. With extensive experience from senior roles at Envestnet, he specializes in investment management and practice development. He holds Series 7 and 66 certifications and earned a BS from Bentley University and a Masters from UMass Boston.

As his professional life is centered in the Boston area, where he attended both Bentley University and UMass Boston, he likely follows local sports. He is probably a supporter of New Englands major professional teams, such as the Patriots, Red Sox, and Celtics.

He was proud to be part of the team at Focus Financial Partners when the firm surpassed $500 billion in advised assets.

Personality Overview

Information Seeker

Critic

Objective Thinker

They don’t appreciate bells and whistles unless backed by data.  They enjoy working alone and do not rely on others very often. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

RIA Growth
His work and social posts focus on helping new RIA founders scale their firms and dedicate more time to clients.
Advisor Support
His role involves being a relationship manager for advisors, providing them with investment, business, and practice development services.
Wealth Management Tech
Based on his long tenure and senior positions at Envestnet, a leading provider of technology solutions for financial advisors.

Media Appearances

Mark has no verified media appearances

Work History

1-2025
Regional Director at Focus Partners Advisor Solutions
1-2024 - 1-2025
Regional Director at Focus Partners Advisor Solutions
10-2023 - 12-2023
Partner at Advintro
7-2022 - 4-2023
Principal Director - Strategic Relationship Management at Envestnet, Inc
4-2020 - 6-2022
Senior Vice President, Enterprise Consulting at Envestnet, Inc

Education

BS from Bentley University
Masters from UMass Boston

More Information

Social Presence :

Prographics :

Exp : 28 Location : Greater Boston, United States Job Level : Mid-senior Designation : Regional Director at Focus Partners Advisor Solutions
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Insights For Selling To Mark

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Do not use very emotional or colorful language
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mark is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Mark

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Mark move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Mark take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Mark

Personality Compatibility


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