Michael Penney

Enthusiast
DISC Type : i

Affiliate Partner at Crescent Wealth Advisory

Winter Park, Florida, United States

Overview

Michael Penney is a seasoned insurance advisor and Managing Partner at Pinpoint Wealth Partners, with over four decades of experience in estate and business succession planning. He focuses on creating holistic financial plans for individuals, families, and business owners and is a graduate of the University of North Carolina at Chapel Hill.

Outside of work, Michael is active in his community, serving on the board for The Jobs Partnerships, a faith-based non-profit focused on workforce development. He enjoys hiking, playing golf, and spending time with his family and friends, splitting his time between Florida and the mountains of North Carolina.

He founded his own independent firm over three decades ago to build deeper, long-term relationships with clients, rather than for a corporation.

Personality Overview

Optimistic

Amiable & Agreeable

Story Driven

They agree with others often, so exercise caution when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Estate Planning
His career has been structured around helping clients navigate the complexities of estate planning and wealth transfer for over forty years.
Business Succession
He specializes in working with business owners to gain clarity on succession issues and implement plans that provide peace of mind.
Independent Advising
He is an owner-firm of Lion Street, a company for "fiercely independent financial advisors, " reflecting his long-standing commitment to independent client service.

Media Appearances

Michael G. Penney – Crescent Wealth Advisory. Featured in Crescent Wealth Advisory

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Work History

6-2022
Affiliate Partner at Crescent Wealth Advisory
1-2020 - 6-2022
Managing Partner at Pinpoint Wealth Partners
11-2012
Owner at Lion Street
1990
President/Owner at Michael G. Penney Insurance

Education

1972 - 1977
Bachelor of Arts (B.A.) from The University of North Carolina at Chapel Hill

More Information

Social Presence :

Prographics :

Exp : 36 Location : Winter Park, Florida, United States Job Level : N/A Designation : Affiliate Partner at Crescent Wealth Advisory
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Maintain high, positive energy and convey confidence
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t ask too many questions in one go, weave them into the flow
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Michael

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Michael take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Michael

Personality Compatibility


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