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Negotiate Anything

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

Negotiate Anything

American Negotiation Institute

Education, Business, Self-improvement

4.7748 Ratings

🗓️ 10 June 2019

⏱️ 16 minutes

🧾️ Download transcript

Summary

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. Request a Custom Workshop For Your Company Vist Molly's Website Molly's LinkedIn BIO:  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,

Transcript

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0:00.0

Hello, my friend, and welcome to another episode of Negotiate Anything.

0:06.9

Thanks for spending time with us today.

0:08.8

It's listeners like you in 181 different countries that have made Negotiate Anything

0:14.0

the most popular negotiation and conflict resolution podcast in the world.

0:18.7

I'm your host, Kwame Christian.

0:22.8

I'm a business lawyer, mediator,

0:27.2

professor, and the director of the American Negotiation Institute. Before we get started,

0:32.6

I have two quick questions for you. Is negotiation a critical part of what you do? Do you need to resolve conflict and persuade at work? If you answered yes to both of those questions, visit our website to learn more

0:38.4

about our negotiation workshops. We've traveled the country working with professionals just like you,

0:43.0

and we'd love to have the opportunity to work with you too. Check out the link in the description to

0:47.3

learn more. Our guest today is Molly Grub. Molly is the president and founder of Grubb Wealth Management

0:53.1

in Columbus, Ohio.

0:59.2

She works with predominantly family-owned businesses and helps them to make smart decisions as they're transitioning to the next part of their business lives.

1:02.7

I had Molly on the show today to talk about how she persuades her clients who are on the brink

1:07.1

of a significant and often emotional financial decision.

1:28.0

I know you're going to get a lot out of this one, so without further ado, let's jump into the interview. Molly, thanks for joining us today. I'm super excited. Thank you so much for having me on your amazing Negotiate Anything podcast, Kwame. Thank you. No, it's our pleasure to have you. Can you tell the audience a little bit about yourself and what you do? Sure. What we do is we help build and protect dynasties for family

1:34.2

business owners and where this passion really derived from was, you know, two weeks ago I was given

1:41.2

a diagnosis to my sister that she was going to be undergoing chemotherapy for the next five to six weeks because she had yet again got leukemia for the second time in her life.

1:52.7

And she had already had this miraculous feeling of defying the odds of over one and a million survivor of a sister form of leukemia. And through that,

2:03.4

my family almost lost absolutely everything because of investing all the resources into her health.

2:10.8

And we're going to lose all six kids even had, we're going to have to split up because

2:16.0

our home was even going to be taken

...

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