Michael Carbino, CFP®, CPWA®, ChFC

Critic
DISC Type : C

Private Wealth Advisor, Founder & COO at Twenty Four Wealth

Darien, Connecticut, United States

Overview

Michael Carbino is a Founder, COO, and Private Wealth Advisor at Twenty Four Wealth, where he builds comprehensive financial strategies. Recognized by Forbes as a Best-In-State Wealth Advisor, he holds ChFC and CPWA® certifications and earned his bachelors degree from the University of Connecticut.

Personality Overview

ROI Driven

Critic

Negotiator

They don’t appreciate bells and whistles unless backed by data.  They are quite likely to negotiate on pricing or other key terms. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Holistic Wealth Management
As a Private Wealth Advisor and Founder of his firm, he focuses on creating single, comprehensive strategies that incorporate all aspects of a client's financial life.
Business Expansion
Recently announced the nationwide expansion of his firm, Twenty Four Wealth, through the acquisition of another wealth management practice.
Children's Charities
Actively supports and raises awareness for organizations like Friends of St. Dominic’s, which assists families and children facing adversity and special needs.

Media Appearances

Twenty Four Wealth Acquires Advisory Firm Raymond Noel & Associates. Featured in PR Newswire

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Twenty Four Wealth boosts $814M practice with acquisition. Featured in InvestmentNews

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Work History

12-2019
Private Wealth Advisor, Founder & COO at Twenty Four Wealth
8-2010 - 12-2019
Financial Planner, Financial Services Representative at Barnum Wealth Management
11-2002 - 12-2019
Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER ® professional at Barnum Wealth Management
Financial Advisor at Barnum Financial Group, an Office of Metlife

Education

1998 - 2002
Bachelor’s Degree from University of Connecticut
ChFC "Chartered Financial Consultant" from American College

More Information

Social Presence :

Prographics :

Exp : 23 Location : Darien, Connecticut, United States Job Level : Leadership Designation : Private Wealth Advisor, Founder & COO at Twenty Four Wealth
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Don’t forget to mention how you compare to competition on both features and pricing
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Michael

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Michael take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Michael

Personality Compatibility


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