Michael Younan, CFP®

Inquirer
DISC Type : dc

Financial Service Advisor at The Holland Group, Retirement Wealth Advisors

Clearwater, Florida, United States

Overview

Michael has no verified overview

Personality Overview

Demanding

Judgemental

Hard To Convince

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Michael has no verified topics they care about

Media Appearances

Michael has no verified media appearances

Work History

2-2025
Financial Service Advisor at The Holland Group, Retirement Wealth Advisors
5-2024 - 2-2025
Investment Counselor at Fisher Investments
9-2022 - 2-2024
Financial Analyst at Hilton Capital Management, LLC
6-2021 - 9-2022
Financial Representative at Fidelity Investments
12-2020 - 4-2021
Financial Consultant at Equitable Advisors

Education

1-2022 - 12-2022
Education details unavailable from NYU Stern School of Business
2017 - 2020
Bachelor of Business Administration - BBA from Baruch College

More Information

Social Presence :

Prographics :

Exp : 5 Location : Clearwater, Florida, United States Job Level : N/A Designation : Financial Service Advisor at The Holland Group, Retirement Wealth Advisors
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Stress on the business value that your product offers

DONT's

  • Avoid repeating yourself or making generalizations
  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

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

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

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • Their decision making speed is somewhere in the middle.
  • Can Michael take some risk or not?

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

You And Michael

Personality Compatibility


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