Michael Koerick, CFP®, AIF®

Visionary
DISC Type : Ds

Financial Advisor at Lincoln Investment

Wayne, Pennsylvania, United States

Overview

Michael Koerick is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary® with Lincoln Investment, where he founded The Koerick Group. A graduate of Penn State University, he has over 15 years of experience in financial services and has been repeatedly named a Five Star Wealth Manager.

Outside of his financial practice, Michael is deeply involved in his community as the Head Varsity Baseball Coach at Radnor High School. He lives in Radnor with his wife and three children and enjoys coaching their sports teams and playing golf in his free time.

He has successfully led his high school baseball team to over 100 career victories.

Personality Overview

Early Adopter

Objective Evaluator

Direct & Assertive

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Financial Planning
As a CFP® professional, he specializes in comprehensive financial planning, including retirement and estate planning, through his firm, The Koerick Group.
Baseball Coaching
He is the long-tenured Head Varsity Baseball Coach at Radnor High School, demonstrating a significant passion for mentoring and developing young athletes.
Youth Sports
In addition to coaching high school baseball, he also dedicates his free time to coaching his three children's sports teams.

Media Appearances

Michael has no verified media appearances

Work History

9-2020
Financial Advisor at Lincoln Investment
6-2016 - 9-2020
Director Of Sales And Business Development at SkillShow, Inc.
5-2015 - 8-2015
Analyst Intern at PMC Property Group, Inc
5-2014 - 8-2014
Broker Dealer Operations Intern at Lincoln Investment
6-2020
Assisstant Varsity Baseball Coach at Radnor Township School District

Education

2012 - 2016
Bachelor’s Degree from Penn State University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Wayne, Pennsylvania, United States Job Level : N/A Designation : Financial Advisor at Lincoln Investment
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Avoid putting conscious effort into relationship-building
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Michael

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Michael take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Michael

Personality Compatibility


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