Bill Bowman, CPA

Evaluator
DISC Type : Dcs

Senior Vice President, Financial Advisor at Wealth Enhancement

Oshkosh, Wisconsin, United States

Overview

Bill has no verified overview

Personality Overview

Quality Focused

Fast But Analytical

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Bill has no verified topics they care about

Media Appearances

Bill has no verified media appearances

Work History

1-2026
Senior Vice President, Financial Advisor at Wealth Enhancement
President & Senior Advisor at AEGIS Financial
Financial Consultant/Member at Private Wealth Management Group, LLC
Certified Public Accountant/Financial Consultant/Owner at Bowman & Company SC
Staff Accountant/Office Manager at Gary E Jansen Accounting Services

Education

Certified Financial Planner Education Program - Retirement Planning & Employee Benefits from College for Financial Planning
Certified Financial Planner Professional Education Plan - Estate Planning from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 1 Location : Oshkosh, Wisconsin, United States Job Level : Leadership Designation : Senior Vice President, Financial Advisor at Wealth Enhancement
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Insights For Selling To Bill

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bill is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Bill

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Bill move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Bill take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Bill

Personality Compatibility


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