Maurice Bedard

Questioner
DISC Type : c

CEO at FinServ Marketing Agency

San Diego, California, United States

Overview

Maurice Bedard is the CEO of FinServ Marketing Agency, where he leverages over 15 years of SEO experience to help financial and real estate professionals generate leads through digital marketing. His expertise is rooted in a diverse background that includes founding multiple businesses in marketing and property services.

He is a certified commercial property inspector with the Certified Commercial Property Inspectors Association (CCPIA) and the International Association of Certified Home Inspectors (InterNACHI), uniquely blending his marketing and real estate knowledge.

Personality Overview

Cautious & Analytical

Value Seeker

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

CRE Marketing
His focus is on providing digital marketing strategies and creating simple marketing systems for commercial real estate (CRE) brokers and professionals to drive sales.
Lead Generation
He specializes in helping financial professionals, including advisors and wealth managers, generate qualified leads and achieve consistent revenue growth.
Search Engine Optimization
With over 15 years of experience as an SEO manager and consultant, he has a proven track record of increasing organic traffic and online visibility.

Media Appearances

Maurice has no verified media appearances

Work History

7-2020
CEO at FinServ Marketing Agency
7-2020
CMO at FinServ Marketing Agency
7-2018 - 3-2025
Commercial Property Inspector at U.S Commercial Building Inspections of San Diego
6-2017 - 1-2024
Search Engine Optimization Manager at Mastercraft Home Improvement
7-2015 - 11-2025
Owner at Mold Safe Solutions

Education

Education details unavailable from International Association of Certified Home Inspectors (InterNACHI)
7-2005 - 6-2009
Bachelor's degree from UC San Diego

More Information

Social Presence :

Prographics :

Exp : 18 Location : San Diego, California, United States Job Level : Leadership Designation : CEO at FinServ Marketing Agency
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Insights For Selling To Maurice

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Maurice is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Maurice

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Maurice move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Maurice take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Maurice

Personality Compatibility


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