Michael F. Broderick, CFP®, CLU®, ChFC®, CAP®,

Questioner
DISC Type : c

Co-Founder and Managing Member at Atlantic Planning Group, LLC

Waltham, Massachusetts, United States

Overview

Michael F. Broderick is the Co-Founder and Managing Partner of Atlantic Planning Group, bringing nearly three decades of financial services experience. He specializes in business planning, with a focus on executive benefits and succession planning for his clients. He is an alumnus of Providence College and holds the Retirement Income Certified Professional® designation.

Originally from the Boston area, Michael has built his career and company in Waltham, MA. His interests include following his alma mater, Providence College. He is also likely a supporter of Boston-area professional sports teams, given his long-standing local presence.

He is a qualifier for the "Top of the Table, " a prestigious honor from the Million Dollar Round Table (MDRT).

Personality Overview

Price-Sensitive

Systematic

Cautious & Analytical

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Business Succession
A core area of his expertise, where he helps business owners plan for the future of their companies.
Executive Benefits
He has extensive experience designing and implementing specialized benefits plans for business executives.
Wealth Management
Works with affluent individuals and families on financial planning, estate planning, and retirement strategies.

Media Appearances

Michael has no verified media appearances

Work History

9-1997
Co-Founder and Managing Member at Atlantic Planning Group, LLC
1-1995
Financial Adviser at Eagle Strategies, LLC
Financial Planner at Mutual of New York
1-1985 - 1-1987
Real Estate Broker at Carlson GMAC Real Estate
1-1984 - 1-1985
Property Manager at Haynes Management Inc.

Education

1980 - 1984
BS from Providence College
1976 - 1980
Education details unavailable from Catholic Memorial

More Information

Social Presence :

Prographics :

Exp : 33 Location : Waltham, Massachusetts, United States Job Level : Leadership Designation : Co-Founder and Managing Member at Atlantic Planning Group, LLC
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Insights For Selling To Michael F.

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael F. 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 Michael F.

  • 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 Michael F. move?

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

  • Can Michael F. take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Michael F.

Personality Compatibility


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