Matthew Buckery, MSF

Inquirer · DISC type cd

Financial Advisor at Thrivent

📍 Appleton, Wisconsin, United States

Matthew is a Financial Advisor at Thrivent who provides personalized financial guidance. He holds a Masters degree from Liberty University and is equipped with Series 7 and Series 66 licenses, focusing on tailored strategies for retirement, estate, and investment planning to align with his clients values.

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Experience

2 Years

Current Role

Financial Advisor

Job Level

Junior

Location

Appleton, Wisconsin, United States

Personality Overview

How Matthew shows up

ROI Conscious

Judgemental

Upfront

They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Priorities

Topics Matthew cares about

Faith-Based Guidance

Integrates his faith into his professional philosophy, believing he can provide guidance and direction to help people navigate their financial journey.

Holistic Financial Planning

His expertise spans retirement income strategies, wealth management, estate planning, and tax efficiency, indicating a comprehensive approach to financial health.

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Career

Work history

4-2024

Financial Advisor

Thrivent

8-2023

Associate Representative

Thrivent

In the press

Media appearances

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

Education

10-2018 - 12-2019

Master's degree

Liberty University

9-2016 - 5-2018

Business Administration with a Concentration in IT

Goldey-Beacom College

9-2015 - 5-2016

Attended

Cairn University

Social presence

Behavioral profile

DISC profile (public)

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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Selling to Matthew?

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You are seeing a preview. The full overview, priorities, media, and the complete selling playbook are members only.

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

Stress on the business value that your product offers

DON'T

Do not give up if they are not convinced, try again with a different approach

Make sure that they have the necessary authority, they could present false stature sometimes

Reveal the full meeting playbookFree. 10 seconds.

When cold calling

Pattern Interrupt: Speaking in a slightly hesitant manner, and seeking their permission at the start through a negation can get you a chance.

Pace: Speak slightly fast, especially if you tend to be calm and confident. Sound like a ‘knows their domain’ person.

Reveal the cold-call scriptFree. 10 seconds.

When writing an email

Subject: To the point, measured

Length of mail: Very Short

Salutation: No Greeting: No. Tone of words: Confident, direct. Bullet points: Could use. Closing line: Clearly state your ask. Complimentary close: None or standard. Overall messaging: Focused on measurable results

Reveal the full email formulaFree. 10 seconds.

Negotiating and closing

The secret to closing Matthew fast: Belief in the product plays an important role, followed by objective proof and testimonials.

How fast will Matthew move? They are neither the fastest decision makers nor the slowest.

Reveal the closing strategyFree. 10 seconds.

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