Mark McKaig, CRPC®

Examiner
DISC Type : sc

Partner/Owner at Centurion Wealth Management LLC

Washington DC-Baltimore Area, United States

Overview

Mark has no verified overview

Personality Overview

Process Oriented

Late Adopter

Tough To Convince

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Mark has no verified topics they care about

Media Appearances

Mark has no verified media appearances

Work History

3-2016
Partner/Owner at Centurion Wealth Management LLC
11-2015 - 3-2016
Vice President, Wealth Manager at Spire Investment Partners
1-2002 - 11-2015
Senior VP, Wealth Management Advisor at Lara, May & Associates LLC
12-1999 - 1-2002
Financial Advisor at Legg Mason
9-1992 - 12-1999
Legislative Assistant at Venable LLP

Education

1982 - 1984
BA from University of Hartford
1983 - 1983
Contemporary English Politics from University of Warwick

More Information

Social Presence :

Prographics :

Exp : 33 Location : Washington DC-Baltimore Area, United States Job Level : N/A Designation : Partner/Owner at Centurion Wealth Management LLC
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Insights For Selling To Mark

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

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

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Mark

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Mark move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Mark take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Mark

Personality Compatibility


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