Michel Legrand

Examiner
DISC Type : cs

Financial Advisor at Northwestern Mutual of Louisiana

Metairie, Louisiana, United States

Overview

Michel Legrand is a Wealth Management Advisor at Northwestern Mutual, specializing in creating long-term financial security for business owners and professionals. A University of New Orleans graduate, he holds multiple advanced designations, including CLU®, ChFC®, and CASL®, demonstrating his commitment to comprehensive financial planning and integrity.

As a New Orleans native, Michel is a passionate Saints fan and has been a season ticket holder since 1973. Outside of his professional life, he enjoys traveling, playing golf, and spending quality time with his family and friends.

With over 30 years of experience, he is part of Physicians Nationwide, a select group of advisors specializing in the unique financial needs of physicians.

Personality Overview

Overcautious

Unexpressive

Status Quo Seeker

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach.

Topics They Care About

Senior Financial Planning
He holds the Chartered Advisor for Senior Living (CASL®) designation, indicating specialized expertise in advising clients on their long-term and retirement needs.
Physician Wealth Management
He is a member of Physicians Nationwide, a specialized group within Northwestern Mutual that focuses on the unique financial planning requirements of doctors.
New Orleans Saints
He is a devoted fan of the New Orleans Saints and has held season tickets for the team since 1973.

Media Appearances

Michel has no verified media appearances

Work History

3-1989
Financial Advisor at Northwestern Mutual of Louisiana

Education

B.S. from University of New Orleans

More Information

Social Presence :

Prographics :

Exp : 36 Location : Metairie, Louisiana, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual of Louisiana
URL has been copied!

Insights For Selling To Michel

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michel is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Michel

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Michel move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Michel take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Michel

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.