Michael J. Malone

Collaborator
DISC Type : is

Consultant and Managing Director at SageView Advisory Group at SageView Advisory Group

Beverly Hills, California, United States

Overview

Michael J. Malone is a Managing Director at SageView Advisory Group, specializing in 401k plan consulting. He founded the independent firm MJM401k, which SageView later acquired. A Providence College alumnus, he holds Certified Pension Consultant (CPC) and Accredited Investment Fiduciary Analyst™ (AIFA) designations.

Based on his affiliations, he appears to take an interest in organizations related to benefits law and other specialized professional groups. His background indicates a deep commitment to industry associations and thought leadership within his field.

He is a recipient of the national 401(k) Advisor Leadership Award, sponsored by Morningstar and the American Society of Pension Professionals & Actuaries.

Personality Overview

Good Listener

Example Driven

Appreciative

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  Win-win scenarios can appeal strongly to them. They are more likely to go for proven solutions.

Topics They Care About

401k Plan Consulting
He founded MJM401k to provide independent consulting for 401k plans and continues this specialty as a Managing Director at SageView.
Fiduciary Standards
As an Accredited Investment Fiduciary Analyst™ (AIFA), he possesses deep expertise in investment fiduciary standards of care for retirement plans.
Pension & Benefits Industry
Demonstrated leadership in the field as a past President and board member of the Western Pension & Benefits Council.

Media Appearances

Michael has no verified media appearances

Work History

7-2021
Consultant and Managing Director at SageView Advisory Group at SageView Advisory Group
1-2005 - 7-2021
Consultant and Managing Director at MJM401k

Education

1974 - 1977
BS from Providence College

More Information

Social Presence :

Prographics :

Exp : 20 Location : Beverly Hills, California, United States Job Level : Mid-senior Designation : Consultant and Managing Director at SageView Advisory Group at SageView Advisory Group
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Insights For Selling To Michael J.

During A Call Or A Meeting

DO's

  • Be visibly appreciative of their actions during your interactions
  • Show genuine interest in solving their problems
  • Summarize the key points at the end of the conversation

DONT's

  • Don’t give the impression of being unproven or risky
  • Don’t get into excessive details unless prompted
  • Don’t push them to make decisions very fast, let them take their time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael J. is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from Michael J.

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Michael J. move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can Michael J. take some risk or not?

  • They are unlikely to take many risks.

You And Michael J.

Personality Compatibility


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