Mark Everingham

Managing Director at Personal Risk Professionals

📍 Greater Brisbane Area, Australia

Mark is the Managing Director of Personal Risk Professionals with over 15 years of experience. A Certified Financial Planner (CFP®), he specializes in wealth protection, estate planning, and business succession for professionals and executives. He is currently focused on strategic business growth through acquisitions and adopting new technology to enhance efficiency.

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Experience

17 Years

Current Role

Managing Director

Job Level

Mid-senior

Location

Greater Brisbane Area, Australia

Personality Overview

How Mark shows up

Communication Style

Decision Approach

Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Priorities

Topics Mark cares about

Strategic Growth

Stated in a July 2024 interview that his business is in “growth mode” and is actively looking at mergers and acquisitions to expand.

Wealth Protection

As a Certified Financial Planner and Life Risk Specialist, his entire career is focused on helping clients protect their wealth and create financial certainty.

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Career

Work history

5-2009

Managing Director

Personal Risk Professionals

3-2016 - 12-2021

Non Executive Director

Bombora Advice

5-2008 - 4-2009

Principal Adviser

Experien Insurance Services

ANZ

3 yrs 5 mos

Aradlay Insurance Brokers

3 yrs 7 mos

In the press

Media appearances

No media yetWe could not find public media appearances for this person.

Education

2000 - 2011

CFP

Financial Planning Association

Social presence

Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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Selling to Mark?

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How to run the call and the meeting
His cold-calling profile and exact script
How to write an email that lands
How to negotiate and close

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During a call or a meeting

Let them know of potential risks but suggest mitigation methods alongside

DON'T

Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

Come across as a trustworthy professional and be respectful, they usually know their game

Reveal the full meeting playbookFree. 10 seconds.

When cold calling

Pattern Interrupt: Confident style, with a mix of informality and formality gets their attention.

Pace: Speak slightly fast. Sound like a ‘gets shit done’ person.

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When writing an email

Subject: To the point, formal

Length of mail: Short

Salutation: No Greeting: No. Tone of words: Confident with a formal touch. Bullet points: Could use. Closing line: Formally state your ask. Complimentary close: None or standard. Overall messaging: Focused on output

Reveal the full email formulaFree. 10 seconds.

Negotiating and closing

The secret to closing Mark fast: Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either

How fast will Mark move? They will want to understand things well but can move fast once they have a clear picture.

Reveal the closing strategyFree. 10 seconds.

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