Bill Costello

Doer
DISC Type : ds

Coach at Mission Driven Advisor

Webster, New York, United States

Overview

Bill Costello is an executive coach for financial professionals, leveraging extensive experience from senior leadership roles at MassMutual and AXA. Described as a strategic and trustworthy leader, he holds an Entrepreneurial Masters from MIT Sloan and specializes in business turnarounds. People who have worked with him often describe him as professional, a person of deep character, and an excellent leader.

He is an active participant in the entrepreneurial community, highlighted by his involvement with the Entrepreneurs Organization of WNY. Recommendations suggest he builds relationships through activities like golf. His personal philosophy appears centered on continuous growth and realizing ones full potential, as seen in his public posts on self-improvement.

Unique fact: He focuses on helping business owners align their "soul purpose, passion and power" to achieve prosperity.

Personality Overview

Strategic Planner

Long-term Focused

Deliberate Doer

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Purpose-Driven Business
His coaching practice, Mission Driven Advisor, focuses on aligning a leader's personal purpose and passion with their business goals to create prosperity.
Financial Services Coaching
He has a long history as an executive in financial services and now dedicates his work to coaching professionals and owners within that industry.
Business Turnarounds
Was specifically recruited to MassMutual to turn around an underperforming agency and was identified as a "change agent" at AXA.

Media Appearances

Bill has no verified media appearances

Work History

2-2015
Coach at Mission Driven Advisor
6-2006 - 2-2015
General Agent at Massachusetts Mutual Life Insurance Company (MassMutual)
1-2004 - 5-2006
Senior Vice President at AXA Distributors
12-1998 - 12-2004
Managing Director at Mutual of New York (MONY)
SVP Sales and Marketing at Concentrix Corporation

Education

2009 - 2012
Entrepreneurial Masters from MIT Sloan School of Management
2000 - 2002
CLF from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 27 Location : Webster, New York, United States Job Level : Leadership Designation : Coach at Mission Driven Advisor
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Insights For Selling To Bill

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bill is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Bill

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Bill move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Bill take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Bill

Personality Compatibility


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