Mike Kelly, Jr. CFP®

Visionary
DISC Type : Ds

EVP | COO at Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC

Annapolis, Maryland, United States

Overview

Mike has no verified overview

Personality Overview

Direct & Assertive

Early Adopter

Fast But Thoughtful

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Mike has no verified topics they care about

Media Appearances

Mike has no verified media appearances

Work History

9-2021
EVP | COO at Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC
3-2017 - 9-2021
Vice President at Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC
2-2016 - 3-2017
Junior Associate at Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC
11-2017
Registered Representative at Triad Advisors
5-2016
Investment Advisor Representative at Continuum Advisory, LLC

Education

2010 - 2014
Bachelor of Science (BS) from Darla Moore School of Business at the University of South Carolina
2006 - 2010
General High School Degree from Archbishop Spalding High School

More Information

Social Presence :

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Exp : 10 Location : Annapolis, Maryland, United States Job Level : Leadership Designation : EVP | COO at Kelly Insurance & Investments, Inc. | Kelly Financial Advisors, LLC
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Insights For Selling To Mike

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't go over them unless you are left with no other option
  • Don't shy away from asking hard questions, but be extra polite
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mike is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Mike

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Mike move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Mike take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Mike

Personality Compatibility


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