Bill Casey

Collaborator
DISC Type : is

Principal, Senior Financial Advisor at HBKS Wealth Advisors

Philadelphia, Pennsylvania, United States

Overview

Bill Casey is a Principal and Senior Financial Advisor at HBKS Wealth Advisors, specializing in comprehensive financial planning, wealth management, and tax-efficient portfolio strategies. He collaborates closely with clients on multi-generational wealth and estate planning.

He holds an MBA from Fox School of Business at Temple University and a BA from Lafayette College, where he also played baseball. Bill is committed to community involvement and professional growth within the financial sector.

Bill once served as Treasurer at GMAC ResCap and was a First Vice President at Merrill Lynch, showcasing his diverse financial background.

Personality Overview

Consensus Builder

Good Listener

Fair-minded

Win-win scenarios can appeal strongly to them.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to go for proven solutions.

Topics They Care About

Wealth Management
As a Senior Financial Advisor, Bill's expertise includes wealth management and preservation, tailored to client aspirations and goals.
Financial Planning
He focuses on comprehensive financial planning, including tax-efficient portfolio strategies and multi-generational estate planning for families.
Business Owner Solutions
Bill and HBKS Wealth Advisors offer a range of solutions specifically designed to help business owners achieve their financial objectives.

Media Appearances

Investing: It's About More Than Returns. Featured in HBKS Wealth Advisors

See Now

Work History

10-2017
Principal, Senior Financial Advisor at HBKS Wealth Advisors
7-2009 - 10-2017
Managing Member at Locust Capital Management
10-2008 - 7-2009
Advisor at Locust Capital Management
8-2004 - 9-2008
Treasurer at GMAC ResCap
First Vice President at Merrill Lynch

Education

1997 - 1999
MBA from Fox School of Business at Temple University
1981 - 1985
BA from Lafayette College

More Information

Social Presence :

Prographics :

Exp : 21 Location : Philadelphia, Pennsylvania, United States Job Level : Senior Designation : Principal, Senior Financial Advisor at HBKS Wealth Advisors
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Insights For Selling To Bill

During A Call Or A Meeting

DO's

  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • Take time to make them feel comfortable before getting to the main pitch
  • Show them how they look good by making this decision

DONT's

  • Don’t ask too many questions that sound too dry and objective
  • Don’t give the impression of being unproven or risky
  • Don’t sound very transactional

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bill is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from Bill

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Bill move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can Bill take some risk or not?

  • They are unlikely to take many risks.

You And Bill

Personality Compatibility


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