How to Persuade as a Financial Professional with Molly Grubb AIF®, CBEC®

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Jun 10 2019 15 mins   3

In this episode, Molly shows service professionals how she persuades her clients in the financial industry by addressing the emotions and the numbers at issue.

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Molly Grubb is the president and founder of Grubb Wealth Management in Columbus, Ohio. She works with a select group of successful businesses that tend be owned by families who are approaching a liquidity event to help them make smart decisions with their money. Together with her strategic partners and staff, she helps affluent clients create a simple and elegant approach to addressing their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring that their assets are not unjustly taken, and maximizing their impact for their philanthropic endeavors.

Successful individuals and families work with Molly to:

-Develop and implement a comprehensive wealth management plan to help them achieve all that is important to them.
-Make smarter decisions in today’s uncertain political, economic and social environment.
-Obtain an independent second opinion from a top advisor in their community.

Molly is a widely recognized leader in the wealth management community. She is a member of NAWBO, ACG and is the founder & organizer of Chicks Gone Cycling. She’s also an avid cyclist, kayaker and enjoys running 5ks for charities. Most importantly, she loves anytime she can spend: cheering on her Buckeyes; with her family; with her dear cat Bentley and her family. 

Keywords: negotiation, negotiate, persuasion, influence, leadership, psychology, sales, compassionate curiosity, mindful, mindfulness, emotions, self awareness, emotional intelligence, career, interviews, informational interviews, job search, job readiness, networking, discounts, conflict, difficult people, psychology, emotion, emotions, argue, argument, debate, negotiation, negotiate, influence, persuasion, leadership, parenting, psychology, sociology, social dynamics, entrepreneurship, small business, salary, sales, law, lawyer, law school, mba, human resources, HR, talent management, talent development, nonprofit management, supply chain, procurement, sales, buyers, buying, procure, IT Procurement, supply chain, contract management, contract, negotiate, sell, buyer, buy, purchase, purchasing, business negotiation, Chris Voss, Never split the difference, getting to yes, collaboration, negotiation genius, art of the deal, real estate negotiation, financial planner, financial planning, CPA, CLE, CE, supply management, 

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