Mark Walton

Critic
DISC Type : C

Financial Advisor/Consultant at M Benefit Solutions/Walton Financial Consulting

Irvine, California, United States

Overview

Mark Walton is a Financial Advisor and Consultant with M Benefit Solutions/Walton Financial Consulting, specializing in designing and implementing customized executive benefit programs. His background includes roles at Alvarez & Marsal and experience in both consulting and insurance brokerage. He holds a BS from Brigham Young University and a certificate in Leading with Equity, Diversity, and Inclusion.

Personality Overview

Information Seeker

Precise

Critic

They are quite likely to negotiate on pricing or other key terms.  They prefer to analyze logically and value objective facts over emotions. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Executive Benefits
His career focuses on designing, funding, and administering customized executive benefit and retirement programs for various organizations.
Financial Consulting
He has an extensive background in financial consulting, including serving as a Vice President at global professional services firm Alvarez & Marsal.
Diversity & Inclusion
Holds a certificate in Leading with Equity, Diversity, and Inclusion, indicating a professional commitment to these principles.

Media Appearances

Mark has no verified media appearances

Work History

6-2015
Financial Advisor/Consultant at M Benefit Solutions/Walton Financial Consulting
1-2013
Vice President at Alvarez & Marsal
6-2012 - 1-2013
Senior Executive Consultant at M Benefit Solutions, Inc.
3-2005 - 10-2011
Senior Vice President at Benefits Group WorldWide, Inc.
Sales Vice President at Highland Capital Brokerage - LA

Education

1980 - 1983
BS from Brigham Young University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Irvine, California, United States Job Level : Senior Designation : Financial Advisor/Consultant at M Benefit Solutions/Walton Financial Consulting
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Insights For Selling To Mark

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mark is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Mark

  • They do not mind saying no if they believe that it is the right 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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