Michael L. Schwartz, CEPA, RFC, CFS

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DISC Type : cd

President, CEO at Schwartz Financial Services

Washington Crossing, Pennsylvania, United States

Overview

Michael Schwartz is the President and CEO of Schwartz Financial Services, a firm he founded in 1984. A graduate of Penn State University, he specializes in exit planning, business succession, and wealth management for business owners, holding certifications like CEPA, CWS, and CFS.

Beyond his financial practice, Michael is a dedicated author, having published numerous articles and a weekly financial commentary for over a decade. He has been featured for his expertise in publications like The Wall Street Journal and maintains a strong connection to his alma mater.

Michael has been awarded the Five Star Professional Wealth Manager designation for 12 consecutive years, from 2011 through 2023.

Personality Overview

Hard To Convince

Judgemental

ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Topics They Care About

Business Exit Planning
His headline focus is helping business owners move on to the next step in their lives through strategic exit and succession planning.
Wealth Preservation
A core goal of his practice is to help clients protect, preserve, and plan the distribution of their wealth during life and at death.
Insurance Benefits
He frequently posts about the importance of disability income audits and leveraging living benefits within term life insurance policies for clients.

Media Appearances

Michael has no verified media appearances

Work History

4-1978
President, CEO at Schwartz Financial Services
4-1978
Author at Schwartz Financial Services
9-2013
Wealth Manager at Independent Financial Group LLC
12-2007 - 9-2013
Wealth Manager at First Allied Securities
12-2004 - 12-2007
Wealth Manager at Next Financial

Education

2010 - 2010
BCE from Institute of Business & Finance
2008 - 2010
CWS from Cannon Wealth Institute

More Information

Social Presence :

Prographics :

Exp : 47 Location : Washington Crossing, Pennsylvania, United States Job Level : Leadership Designation : President, CEO at Schwartz Financial Services
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Insights For Selling To Michael L.

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Make sure that you you respond to any queries from them quickly
  • Be crisp while making the pitch

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Don’t expect them to change their mind quickly if they say no once
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael L. is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Michael L.

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

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

  • They are neither the fastest decision makers nor the slowest.
  • Can Michael L. take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Michael L.

Personality Compatibility


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