Noah Marell, CFP®

Questioner
DISC Type : c

Chief Operating Officer at Aprio

Minneapolis, Minnesota, United States

Overview

Noah Marell is the Chief Operating Officer at Aprio Wealth Management, leading strategic initiatives and operations. A Certified Financial Planner® and graduate of the University of Minnesotas Carlson School of Management, he has deep expertise in wealth management, previously holding leadership roles at The Mather Group and Creative Planning.

He has authored practical financial guides for families, covering complex topics like long-term care insurance and essential money conversations for new couples.

Personality Overview

Systematic

Price-Sensitive

Cautious & Analytical

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

RIA Growth Strategy
He is actively involved in corporate development and M&A for Aprio Wealth Management, focusing on growth in the Registered Investment Advisor (RIA) space.
Building Teams
Frequently posts about his focus on recruiting excellent people and his excitement for the continued growth of the team at Aprio.
Wealth Management
His entire career, including his CFP® certification, is centered on providing comprehensive wealth management and financial planning services to clients.

Media Appearances

Noah Marell, COO, Aprio Wealth Management. Featured in Aprio

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Work History

3-2025
Chief Operating Officer at Aprio
8-2023 - 3-2025
Managing Director, Strategic Initiatives at The Mather Group, LLC
10-2022 - 8-2023
Partner / Private Wealth Manager at Creative Planning
6-2022 - 10-2022
Principal, Senior Financial Advisor at Wipfli Financial Advisors
6-2018 - 7-2022
Senior Financial Advisor at Wipfli Financial Advisors

Education

2008 - 2012
BSB - Finance from UMN Carlson School of Management
2008 - 2012
BSB - Finance from University of Minnesota

More Information

Social Presence :

Prographics :

Exp : 16 Location : Minneapolis, Minnesota, United States Job Level : Leadership Designation : Chief Operating Officer at Aprio
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Insights For Selling To Noah

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Noah 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 Noah

  • 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 Noah move?

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

  • Can Noah take some risk or not?

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


You And Noah

Personality Compatibility


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