Paul J. McArthur

Wildcard
DISC Type : cis

Wealth Management Advisor - Partner at RS Will Wealth Management

Frederick, Maryland, United States

Overview

Paul J. McArthur is a Partner and Wealth Management Advisor at RS Will Wealth Management, holding CPFA®, CRPS®, and AAMS® designations. His career began at Accentures high-tech consulting practice before he transitioned to finance, with previous roles at Legg Mason and Merrill Lynch. He earned his M.S. from American University.

Outside of work, Paul is a family man who resides in Frederick County, MD, and is the father of two children, Madeline and Sean. He is described as an avid, yet struggling, golfer, which suggests a dedicated and persistent nature in his personal pursuits.

His background is unique, having transitioned from technology consulting for Fortune 100 clients at Accenture to personalized wealth management.

Personality Overview

Requires Proof

ROI Driven

Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Retirement Planning
He holds the Chartered Retirement Plans Specialist (CRPS®) and Certified Plan Fiduciary Advisor (CPFA®) designations, indicating a focus on retirement solutions for individuals and businesses.
Technology & Finance
His career started in high-tech consulting at Accenture before he pivoted to wealth management, giving him a unique perspective on both industries.
Asset Management
As an Accredited Asset Management Specialist (AAMS®) and wealth advisor, his expertise lies in managing client assets and investments effectively.

Media Appearances

RS Will Wealth Management Announces Appointment of Three New Partners. Featured in PRNewswire

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Work History

9-2020
Wealth Management Advisor - Partner at RS Will Wealth Management
4-2009 - 9-2020
Senior Vice President at Merrill Lynch
8-2004 - 4-2009
Financial Advisor at Legg Mason/Smith Barney
8-1995 - 8-2004
Senior Manager at Accenture

Education

1991 - 1993
M.S. from American University
1986 - 1990
B.A. from University of Stirling

More Information

Social Presence :

Prographics :

Exp : 30 Location : Frederick, Maryland, United States Job Level : N/A Designation : Wealth Management Advisor - Partner at RS Will Wealth Management
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Insights For Selling To Paul J.

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Share testimonials from known people and give multiple examples of product value
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul J. is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Paul J.

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Paul J. move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Paul J. take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Paul J.

Personality Compatibility


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