Todd Moll CFA, CFP®, AIF

Questioner
DISC Type : c

Director at Provenance Wealth Advisors

Fort Lauderdale, Florida, United States

Overview

Todd Moll is a nationally recognized Director at Provenance Wealth Advisors with over 30 years of experience in collaborative financial planning. He holds CFA and CFP® designations and earned his Bachelors Degree from Florida Atlantic University. He specializes in serving families and business owners, focusing on continuity and retirement modeling.

Outside of his primary role, Todd shows a keen interest in economic trends, regularly sharing market updates. He also collaborates with other professionals to host informational webinars on topics like the financial implications of relocating to Florida and specific IRA conversion strategies, indicating a passion for financial education.

Unique fact: Todd is the former Chief Investment Officer (CIO) for a Registered Investment Advisor (RIA) firm with $4. 5 billion in assets.

Personality Overview

Not Easily Convinced

Systematic

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to fully evaluate every situation. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Collaborative Financial Planning
His entire professional focus is on strengthening CPA-client relationships through expert, coordinated financial strategies for families and business owners.
Florida Relocation
He co-hosts webinars with legal experts discussing the key financial and residency considerations for individuals and families considering a move to Florida.
Market Economics
He actively posts economic updates, analyzing market trends, sector rotations, and the broader economic outlook for his network.

Media Appearances

Provenance Wealth Advisors' Chief Investment Officer Todd Moll Recognized by the Financial Times. Featured in BPB CPA

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Provenance Wealth Advisors' Chief Investment Officer Todd Moll Recognized Again by Barron's for Eighth Consecutive Year. Featured in BPB CPA

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Thoughts on the Current Banking Turmoil by Todd Moll, CFP®, CFA. Featured in Provenance Wealth Advisors

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Work History

1-2000
Director at Provenance Wealth Advisors

Education

1984 - 1989
Bachelor's Degree from Florida Atlantic University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Fort Lauderdale, Florida, United States Job Level : Mid-senior Designation : Director at Provenance Wealth Advisors
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Insights For Selling To Todd

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • 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 Todd is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Todd

  • 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 Todd move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Todd take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Todd

Personality Compatibility


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