Mark Hubbard

Examiner
DISC Type : cs

Wealth Management Advisor at Northwestern Mutual

Waverly, Iowa, United States

Overview

Mark D. Hubbard is a Wealth Management Advisor at Northwestern Mutual, holding CLU® and ChFC® designations. A graduate of Wartburg College, he focuses on creating customized financial plans that provide clients with clarity and confidence, especially regarding tax efficiency and retirement strategies.

Outside of his professional role, Mark is a family man based in Waverly, Iowa, with his wife, Allison, and their four children. He is actively involved in his community by coaching youth sports and enjoys spending his free time playing golf.

Mark dedicates his time to coaching local youth sports, mentoring young athletes in his community.

Personality Overview

Late Adopter

Tough To Convince

Overcautious

They do not like taking risks at all and go for proven options in the end.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Financial Clarity
His entire professional focus and headline revolve around helping clients achieve complete clarity and confidence in their financial lives.
Retirement Planning
A core part of his practice involves creating strategies to ensure clients do not run out of money during their retirement years.
Youth Sports Coaching
His biography highlights that he is actively involved in his community by coaching youth sports, showing a passion for mentorship and family activities.

Media Appearances

Mark has no verified media appearances

Work History

7-2005
Wealth Management Advisor at Northwestern Mutual

Education

1997 - 2001
BA from Wartburg College
1993 - 1997
High School Diploma from Aplington - Parkersburg High School

More Information

Social Presence :

Prographics :

Exp : 20 Location : Waverly, Iowa, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
URL has been copied!

Insights For Selling To Mark

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mark is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Mark

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Mark move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Mark take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Mark

Personality Compatibility


Other Northwestern Mutual Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.