Travis Falk, CFP®, RICP®, CLU®

Planner
DISC Type : Sc

Wealth Management Advisor at Northwestern Mutual

Columbus, Ohio, United States

Overview

Travis Falk is a Wealth Management Advisor and the Founder of GenMarhk Financial Partners with Northwestern Mutual. He focuses on developing enduring relationships by providing expert guidance for a lifetime of financial security. He holds a BA from Ohio Wesleyan University and is a CERTIFIED FINANCIAL PLANNER™ professional.

A lifelong resident of Central Ohio, Travis lives in Powell with his wife, Lauren, their two sons, Carter and Nolan, and their dog, Cali. In his personal time, he enjoys golfing, staying active, and spending quality time with his family.

Unique fact: The name of his firm, GenMarhk, is a tribute to his grandparents: GENeva, MARjorie, and Harold pa Kline.

Personality Overview

Deliberate

Slower Adopter

Not Very Vocal

The only way to convince them is by showing them examples and ample proof.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Lifetime Financial Security
His team's stated mission is to provide expert guidance to clients for a lifetime of financial security.
Family Financial Planning
His professional messaging often focuses on helping couples and new parents align their financial goals and create a plan.
Retirement Income
He holds the Retirement Income Certified Professional® (RICP®) designation, indicating a specialty in this area.

Media Appearances

Travis has no verified media appearances

Work History

7-2003
Wealth Management Advisor at Northwestern Mutual

Education

1999 - 2003
BA from Ohio Wesleyan University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Columbus, Ohio, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Travis

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Travis is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Travis

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Travis move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Travis take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Travis

Personality Compatibility


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