Norm Falick

Visionary
DISC Type : Ds

SMART Advisor at SMART Advisor Network

Palm Beach Gardens, Florida, United States

Overview

Norm is a financial advisor focused on educating clients about retirement taxation and debt elimination. A University of Cincinnati graduate, he previously worked at Merrill Lynch and founded a 13-chapter business referral network. Colleagues describe him as a knowledgeable, innovative, and diligent professional who excels at turning vision into reality.

Outside of finance, Norm is a native Cincinnatian and a high-performance driving instructor for the Porsche Club of America. He enjoys coaching drivers on professional race tracks like the Mid-Ohio Sports Car Course. He is also passionate about networking, professional etiquette, and connecting with new people.

Unique fact: Norm serves as a high-performance driving coach, getting into the passenger seat of sports cars on race tracks to instruct drivers.

Personality Overview

Risk Tolerant

Fast But Thoughtful

Big Vision Person

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Retirement Taxation
His work at SMART Advisor Network focuses on educating clients about the long-term tax implications on retirement accounts, social security, and inheritance.
High-Performance Driving
He is a High Performance Driving Instructor with the Porsche Club of America, actively coaching drivers at track events.
Business Networking
He founded a 13-chapter business referral network and frequently posts about the value and techniques of professional networking.

Media Appearances

Norm has no verified media appearances

Work History

10-2019
SMART Advisor at SMART Advisor Network
5-2014
Retirement Advisor at Retirement is About Income
High Performance Driving Instructor at Porsche Club of America
9-2011 - 4-2013
Financial Advisor at Merrill Lynch
11-2004 - 12-2008
Managing Partner at Business Referral Network, LLC.

Education

BBA from University of Cincinnati Carl H. Lindner College of Business

More Information

Social Presence :

Prographics :

Exp : 17 Location : Palm Beach Gardens, Florida, United States Job Level : N/A Designation : SMART Advisor at SMART Advisor Network
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Insights For Selling To Norm

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Let them know of potential risks but suggest mitigation methods alongside
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Norm 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 Norm

  • 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 Norm move?

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

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

You And Norm

Personality Compatibility


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