Norm Falick in

Norm Falick

Visionary · DISC type Ds
SMART Advisor at SMART Advisor Network
📍 Palm Beach Gardens, Florida, United States

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.

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Experience
17 Years
Current Role
SMART Advisor
Location
Palm Beach Gardens, Florida, United States
Personality Overview

How Norm shows up

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.

Priorities

Topics Norm cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
BBA
University of Cincinnati Carl H. Lindner College of Business
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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