Molly Bennard

Questioner
DISC Type : c

President at SHOOK Research

Miami, Florida, United States

Overview

Molly Bennard is the President of SHOOK Research, a leader in the wealth management industry. Her expertise spans strategy, investment banking, and M&A, with experience in the US, Australia, and Latin America. She holds both CFA and CPA certifications and earned an MBA from Columbia and a BS from Wharton.

Outside of work, Molly is passionate about advocating for women in business, evidenced by her role as a founding member of Chief, a network for senior women leaders. Her personal interests include running, scuba diving, international photography, and cooking. She is also an angel investor in fintech companies.

Interesting fact: While at Columbia Business School, Molly was part of a pro bono consulting team that developed an evaluation methodology for a nonprofit supporting Colombian development.

Personality Overview

Not Easily Convinced

Value Seeker

Price-Sensitive

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation.

Topics They Care About

Advisor Excellence
As President of SHOOK Research, her focus is on elevating professional standards and recognizing top financial advisors to build industry trust and transparency.
Women in Leadership
A founding member of Chief, a private network for senior women leaders, and a vocal advocate for supporting gender parity and women's empowerment.
Fintech & Innovation
Serves on the IFI Network Advisory Board to help innovate the banking experience and is an angel investor in fintech companies modernizing financial services.

Media Appearances

SHOOK Research Expands Executive Team to Build the Next Phase .... Featured in Yahoo Finance

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SHOOK Research Expands Executive Team to Build the Next Phase of Its Advisor Research and Events Platform. Featured in GlobeNewswire

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Work History

2-2026
President at SHOOK Research
6-2024 - 6-2025
President, International Operations at Focus Financial Partners
1-2024 - 9-2025
RIA Advisory Board Member at Capital Group
7-2022 - 6-2025
Chief Executive Officer at Connectus Wealth Advisers
5-2021 - 5-2023
Founding Member at Chief

Education

2009 - 2010
MBA from Columbia Business School
2001 - 2003
BS Economics from The Wharton School

More Information

Social Presence :

Prographics :

Exp : 4 Location : Miami, Florida, United States Job Level : N/A Designation : President at SHOOK Research
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Insights For Selling To Molly

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Molly is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Molly

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Molly move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Molly take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Molly

Personality Compatibility


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