Maxwell Cahn CFP®, ChFC®, CPWA®

Inquirer
DISC Type : cd

Wealth Management Advisor at Northwestern Mutual

Pittsburgh, Pennsylvania, United States

Overview

Maxwell is a Partner at Three Pillars Capital and a Wealth Management Advisor with Northwestern Mutual. A CERTIFIED FINANCIAL PLANNER™ and Forbes Top Financial Security Professional, he specializes in creating financial strategies for business owners, executives, and affluent families, drawing on over a decade of experience.

Outside the office, Max lives in Nevillewood with his wife, Sara, and their two sons, Harrison and Nathan. He is an avid golfer and was a member of the Mens NCAA golf team during his time at Robert Morris University.

His passion for golf extends beyond a hobby, as he also enjoys attending various sporting events with his family and friends.

Personality Overview

Demanding

Hard To Convince

ROI Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople.

Topics They Care About

Comprehensive Financial Planning
As a CFP® professional, he focuses on helping individuals and businesses identify their financial needs and implement solutions to achieve their long-term goals.
Wealth Management
He works with high-net-worth clients, corporate executives, and affluent families, providing strategies to ensure their assets are protected and their financial needs are met.
Business Succession
His professional profile highlights expertise in business succession, continuation, and risk management planning for business owners.

Media Appearances

Maxwell has no verified media appearances

Work History

10-2012
Wealth Management Advisor at Northwestern Mutual
5-2012 - 9-2012
Shop Attendant at Sewickley Hieghts Golf Club

Education

2009 - 2013
Bachelor of Business Administration (B.B.A.) from Robert Morris University
2005 - 2009
Education details unavailable from Nyack High School

More Information

Social Presence :

Prographics :

Exp : 13 Location : Pittsburgh, Pennsylvania, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Maxwell

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Be crisp while making the pitch
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Refrain from asking too many questions
  • Don't try too hard to get friendly, let it happen with time
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Maxwell is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Maxwell

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Maxwell move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Maxwell take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Maxwell

Personality Compatibility


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