Zachary P.

Enthusiast
DISC Type : i

Partner - Wealth Advisor at Manning & Napier

United States

Overview

Zachary is a Partner and Wealth Advisor at Manning & Napier, where he specializes in guiding private business owners, executives, and their families. He holds a Bachelor of Arts from the University of Dayton and is a Certified Exit Planning Advisor (CEPA), focusing on wealth management and strategic legacy planning.

He co-founded North Coast Wealth Partners, a boutique advisory firm that merged with Manning & Napier in 2024, showcasing his entrepreneurial background and commitment to client success.

Personality Overview

Non-Confrontational

Story Driven

Consensus Focused

They are more about building relationships than just cutting deals.  They are generally friendly, so be careful when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Exit & Legacy Planning
As a Certified Exit Planning Advisor, he focuses on helping entrepreneurs and families secure their financial futures and build lasting legacies through strategic exit plans.
Private Business Wealth
His career is centered on the unique financial circumstances of private business owners, offering tailored wealth management, financial planning, and asset management solutions.
Entrepreneurial Finance
Having co-founded and successfully merged his own wealth advisory firm, he has firsthand experience with the financial journey of an entrepreneur. [Predicted]

Media Appearances

Zachary has no verified media appearances

Work History

9-2024
Partner - Wealth Advisor at Manning & Napier
3-2012 - 9-2024
Co-Founder - Wealth Advisor at North Coast Wealth Partners of Raymond James

Education

Bachelor of Arts from University of Dayton

More Information

Social Presence :

Prographics :

Exp : 14 Location : United States Job Level : N/A Designation : Partner - Wealth Advisor at Manning & Napier
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Insights For Selling To Zachary

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Give them the opportunity to lead the conversation where possible
  • Maintain high, positive energy and convey confidence

DONT's

  • Avoid overloading them with too much information
  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zachary is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Zachary

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Zachary move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Zachary take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Zachary

Personality Compatibility


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