Matthew Stockburger, CFP®

Commander
DISC Type : D

Financial Planning Manager at Q3 Advisors

Wilmington, North Carolina, United States

Overview

Matthew has no verified overview

Personality Overview

Candid & Clear

Impact-Driven

Very Quick

They respond better to strong and respectful interactions.  They are less concerned about the product and more about its potential impact. They do not care very much about building rapport or relationships.

Topics They Care About

Matthew has no verified topics they care about

Media Appearances

Matthew has no verified media appearances

Work History

6-2025
Financial Planning Manager at Q3 Advisors
4-2024
Certified Financial Planner™ at Q3 Advisors
1-2022 - 1-2024
Account Executive, Investment Advisor at Masterworks.io
10-2021 - 12-2021
Financial Advisor - Vanguard Institutional at Vanguard
8-2020 - 10-2021
High Net Worth Client Representative - Senior Associate at Vanguard

Education

Bachelor of Science (BS) from North Carolina State University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Wilmington, North Carolina, United States Job Level : Middle Designation : Financial Planning Manager at Q3 Advisors
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Hold your ground without indulging in one-upmanship

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Avoid being too verbose
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Matthew

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • If convinced, they can reach decisions quite fast.
  • Can Matthew take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Matthew

Personality Compatibility


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