Michael Horne, CFP®

Evaluator
DISC Type : csd

Head of Organic Growth at Mariner

Greater Boston, United States

Overview

Michael leads organic growth at Mariner, building on his extensive career at top wealth management firms. He is a Providence College graduate and holds a certificate in Blockchain and Digital Assets, showcasing his expertise in both traditional and emerging financial landscapes. His focus is on strategic expansion and client-first wealth planning.

Outside of finance, Michael is a decorated military veteran, having served as a Captain in the US Armys 101st Airborne Division with two combat tours in Iraq. He also owns and manages a rental property, indicating an interest in real estate investment and management.

Unique fact: Michael was awarded the Bronze Star Medal for his service as a US Army Captain during two tours of combat in Iraq.

Personality Overview

Fast But Analytical

Thorough Evaluator

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Organic Growth
As Head of Organic Growth, he is directly responsible for the firm's expansion and has celebrated achieving a record year with his team.
Digital Assets
Holds a DACFP Certificate in Blockchain and Digital Assets, showing a professional focus on this modern asset class and its role in wealth management.
Team Leadership
His communications frequently highlight his pride in his team's accomplishments and focus on creating a welcoming environment for new colleagues.

Media Appearances

Michael Horne, CFP® | Head of Organic Growth in Boston. Featured in Mariner Wealth Advisors

See Now

Work History

6-2025
Head of Organic Growth at Mariner
3-2024 - 5-2025
Regional Managing Director at Mariner
5-2022 - 3-2024
Managing Director, Senior Wealth Advisor at Mariner
7-2021 - 5-2022
Director, Senior Wealth Advisor at Mariner
1-2016 - 7-2021
Director, Financial Planning at Edelman Financial Engines

Education

Bachelors Degree from Providence College
Certificate in Financial Planning from Questrom School of Business, Boston University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greater Boston, United States Job Level : Mid-senior Designation : Head of Organic Growth at Mariner
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Michael

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Michael take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Michael

Personality Compatibility


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