Michael W. Hanna, MBA, CFP®

Critic
DISC Type : C

Author, Get Your Money Right at Michael W. Hanna

New York, New York, United States

Overview

Michael is the Co-Founder of Azura Wealth Advisers and a bestselling author recognized by Forbes as a Top Financial Security Professional nationally and in New York City. With an MBA from NYU Stern and numerous certifications, including CFP® and AEP®, he specializes in creating customized financial roadmaps for a wide spectrum of clients.

Outside of his professional life, Michael is deeply committed to philanthropy, volunteering as a math tutor and sponsoring disadvantaged children globally through organizations like Children International, UNICEF, and CARE. His personal interests are diverse, spanning world travel, jazz, chess, the culinary arts, and various water sports.

He is a qualifying member of the Million Dollar Round Table, an elite network representing the top 5% of financial professionals worldwide.

Personality Overview

Information Seeker

ROI Driven

Objective Thinker

They choose to analyze logically and value facts to emotions.  Unless the value is proven by data, they are unlikely to value fancy features. They like to do things independently and don’t look for support from others.

Topics They Care About

Financial Education
Authored the bestselling book "Get Your Money Right" and volunteers as a math tutor, showing a commitment to improving financial literacy.
Estate & Legacy Planning
As an Accredited Estate Planner (AEP®), he frequently writes about the importance of dynamic planning to ensure wealth transfers as intended, avoiding common tax traps.
Retirement Income
As a Retirement Income Certified Professional®, he focuses on the pivotal shift from asset accumulation to creating a sustainable income stream for retirees.

Media Appearances

Michael has no verified media appearances

Work History

1-2021
Author, Get Your Money Right at Michael W. Hanna
7-2016
Co-Founder & Investment Adviser Representative at Azura Wealth Advisers
9-2010 - 6-2016
Investment Adviser Representative at MetLife
Financial Consultant at AXA Advisors, LLC

Education

2009 - 2009
Retirement Planning Specialist from The Wharton School
8-2002 - 5-2004
MBA from NYU Stern School of Business

More Information

Social Presence :

Prographics :

Exp : 15 Location : New York, New York, United States Job Level : Leadership Designation : Author, Get Your Money Right at Michael W. Hanna
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Insights For Selling To Michael W.

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be formal and objective, they will appreciate it more

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Make extra effort to not seem pushy or confrontational
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael W. is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Michael W.

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

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

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Michael W. take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Michael W.

Personality Compatibility


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