Matthew DeMartino CLU® ChFC®

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DISC Type : s

Managing Partner and Financial Planner at Integrated Wealth Advisors

Vienna, Virginia, United States

Overview

Matthew DeMartino is a Managing Partner and Financial Planner at Integrated Wealth Advisors with over 15 years of experience. A Forbes "Top Best-in-State Financial Security Professional, " he holds CLU® and ChFC® designations and earned a Bachelors in Economics from Bucknell University, where he began developing his expertise.

Outside of work, Matthew is a passionate Washington D. C. sports fan who enjoys spending time with his family in Herndon, Virginia. He finds relaxation in golfing and traveling with his loved ones, balancing his professional commitments with personal interests and family life.

Unique fact: While at Bucknell University, he was both a kicker for the football team and an upright bass player in the universitys orchestra.

Personality Overview

Slow To Decisions

Calm

Risk-averse

They get along well with all people.  They usually go by the book, following all rules and procedures. Their decisions are defined by the possible value that they can bring to the organization.


Topics They Care About

Holistic Financial Planning
His firm, Integrated Wealth Advisors, focuses on creating personalized roadmaps that integrate every facet of a client's financial life, a core tenet of his professional philosophy.
Financial Wellness Education
He provides worksite financial wellness education to employers across the U. S. and finds the teaching experience to be very rewarding.
Washington DC Sports
He is described as a passionate fan of Washington D. C. sports teams, reflecting his lifelong residency in the northern Virginia area.

Media Appearances

Matthew has no verified media appearances

Work History

Managing Partner and Financial Planner at Integrated Wealth Advisors
3-2009 - 11-2024
Financial Planner at Prudential Advisors

Education

2003 - 2007
BA from Bucknell University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Vienna, Virginia, United States Job Level : N/A Designation : Managing Partner and Financial Planner at Integrated Wealth Advisors
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • If possible, connect them to existing customers
  • Pause and ask them if they have any questions
  • Show willingness to accommodating their needs or requests

DONT's

  • Don’t keep pushing them for a straight answer, just make your own conclusions
  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t rush them to make quick decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Matthew

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Matthew take some risk or not?

  • They rarely take risks and prefer making decisions supported by others.

You And Matthew

Personality Compatibility


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