Mark Talon
Boca Raton,FL
Summary
Accomplished Financial Advisor and Public Speaker at Mark A Talon & Associates, adept in investment advice and mastering client relations. Proven track record in building loyal customer bases and enhancing financial portfolios, with a flair for engaging and educating large audiences. Excelled in asset allocation and retirement planning, ensuring client satisfaction and financial growth. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
45
45
years of professional experience
1
1
Certification
Work History
Financial Advisor
Mark A Talon & Associates
2000.01 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Currently servicing a book of several hundred existing clients who could potentially be candidates for cremation services.
Public Speaker
Mark A Talon & Associates
1980.01 - Current
- Researched material extensively before writing informative speeches.
- Implemented stories and anecdotes into speeches to make information more entertaining.
- Presented information regarding real estate and other financial products to groups of thousands of people at a time.
- Leveraged humor appropriately within speeches to maintain interest while still conveying important information effectively.
- Received consistently positive feedback from event attendees, leading to repeat bookings and referrals for future engagements.
- Developed custom workshops on communication skills, leadership development, and team building for corporate clients.
- Tailored presentations to diverse audiences, ensuring relevance and understanding of the subject matter.
- Managed time effectively during presentations, balancing speaking points with interactive activities for optimal audience participation.
- Established rapport with audience members before events to gauge interests and better tailor speech content accordingly.
- Utilized multimedia resources to create visually engaging presentations that complemented verbal content.
- Demonstrated excellent verbal communication skills when answering questions or addressing concerns from audience members.
- Provided follow-up materials for participants, reinforcing key concepts discussed during presentations.
- Enhanced audience engagement by incorporating storytelling and real-life experiences into presentations.
Education
Legal Studies
John Marshall School of Law
Chicago, ILBachelor of Arts - Political Science
University of Miami
Miami, FLSkills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Sales and Marketing
- Client Relations
- Asset Allocation
- Retirement needs
- Insurance sales
- Insurance Planning
- Long-Term Care Planning
- Financial Services
Certification
- Insurance Licenses, Life, Health, and Annuities – North Carolina and Florida Department of Insurance.
Hobbies
Traveling the US and Internationally with my wife and 4 sons.
Timeline
Financial Advisor
Mark A Talon & Associates
2000.01 - Current
Public Speaker
Mark A Talon & Associates
1980.01 - Current
Legal Studies
John Marshall School of Law
Bachelor of Arts - Political Science
University of Miami
- Insurance Licenses, Life, Health, and Annuities – North Carolina and Florida Department of Insurance.
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