Max Baillargeon

Wildcard
DISC Type : ics

Managing Director at Northwestern Mutual

Reno, Nevada, United States

Overview

As Managing Director, Max Baillargeon leads Northwestern Mutuals Reno office, focusing on attracting top talent and developing new financial advisors. He specializes in creating holistic financial roadmaps for clients in the Lake Tahoe and Reno areas, leveraging comprehensive analysis to help them achieve financial security. He is an alumnus of Endicott College.

Originally from Maine, Max has an avid love for the outdoors and moved to the Truckee/Tahoe area in 2013. When not working, he enjoys skiing, paddle boarding, golf, and exploring the wilderness with his wife, Katie, and their three dogs. He actively supports his community through various non-profit organizations.

He played college football as a wide receiver for Endicott College.

Personality Overview

Curious But Skeptical

Friendly But Slow

ROI Driven

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Holistic Financial Planning
His practice is built around creating individualized, holistic roadmaps to financial success for his clients in every stage of life or business.
Talent Development
In his role as Managing Director, he is responsible for attracting top talent and fostering the development of new Financial Advisors.
Outdoor Activities
He is an avid outdoorsman who enjoys skiing, paddle boarding, golf, and exploring the wilderness around Lake Tahoe.

Media Appearances

Max has no verified media appearances

Work History

3-2022
Managing Director at Northwestern Mutual
1-2015
Financial Advisor at Northwestern Mutual
6-2018 - 3-2022
Growth and Development Director at Northwestern Mutual
Volunteer at High Fives Non-Profit Foundation

Education

2007 - 2011
Bachelor of Science (B.S.) from Endicott College
Education details unavailable from Thornton Academy

More Information

Social Presence :

Prographics :

Exp : 10 Location : Reno, Nevada, United States Job Level : Mid-senior Designation : Managing Director at Northwestern Mutual
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Insights For Selling To Max

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Help them realize that there is no personal risk in making this decision
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Max is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Max

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Max move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Max take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Max

Personality Compatibility


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