Mark Henke, JD CFP®

Examiner
DISC Type : sc

Wealth Manager at Creative Planning, Inc.

Leawood, Kansas, United States

Overview

Mark Henke is a Wealth Manager at Creative Planning, where he provides comprehensive financial services including investment, tax, and estate planning. He holds a Juris Doctor from the University of Kansas School of Law, which informs his expertise in trusts and wills. He helps individuals, businesses, and charities manage their wealth.

Outside of his professional role, Mark is a dedicated family man who enjoys traveling and exploring new destinations. He is also an avid sports fan, following his favorite teams and enjoying the competitive atmosphere of the games.

Mark graduated cum laude from Regis University, showcasing a strong record of academic achievement.

Personality Overview

Overcautious

Status Quo Seeker

Unexpressive

The only way to convince them is by showing them examples and ample proof.  They are always well-planned and adopt a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Holistic Financial Planning
His role centers on providing comprehensive wealth management, integrating investment, retirement, tax, and estate planning to meet client goals.
Estate & Trust Law
As a Juris Doctor graduate, he possesses specialized knowledge in wills, trusts, and succession planning, a key part of his advisory services.
Charitable Planning
His professional specialties include advising clients on effective charitable planning strategies, aligning their philanthropic goals with their financial plans.

Media Appearances

Mark has no verified media appearances

Work History

2009
Wealth Manager at Creative Planning, Inc.

Education

1976 - 1979
JD from University of Kansas School of Law
1972 - 1976
B.S. from Regis University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Leawood, Kansas, United States Job Level : Middle Designation : Wealth Manager at Creative Planning, Inc.
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Insights For Selling To Mark

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mark is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Mark

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Mark move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Mark take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Mark

Personality Compatibility


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