Bill Nork

Energizer
DISC Type : I

Owner at Nork Financial Group

Charlotte, North Carolina, United States

Overview

Bill Nork is the Owner of Nork Financial Group, specializing in helping business owners protect their income and plan for the future through tax-free strategies and premium financing. He focuses on building and protecting wealth for his clients. He holds a BA from The Catholic University of America.

Outside of his financial practice, Bill has a long-standing passion for youth sports. He has been a dedicated youth basketball coach for over twenty years, demonstrating a significant commitment to mentoring and developing young athletes in his community.

He previously served as CEO for an insurance group that provided life insurance products specifically to member churches.

Personality Overview

Informal

Imaginative

Big Picture Person

They are naturally enthusiastic, so take their promise with a pinch of salt.  They are not always early adopters but can be pursuaded by leveraging strong relationships. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Legacy Planning
His practice is centered on helping successful business owners maximize their income and protect their family and retirement through tax-free legacy planning.
Business Owner Finance
He specifically assists business owners with creative methods to increase spendable income while minimizing the impact of IRS regulations on their earnings.
Youth Basketball
He has a stated interest in "Yes I Can Basketball" and has been a youth basketball coach for over 20 years, showing a deep commitment to the sport.

Media Appearances

Bill has no verified media appearances

Work History

8-2011
Owner at Nork Financial Group
8-2011
Managing Partner at The Benefit Design Group
3-2010 - 4-2012
CEO at Shepherd's Insurance Group
1997 - 2009
Sr Partner at Greater Carolina Group

Education

1976 - 1981
BA from The Catholic University of America

More Information

Social Presence :

Prographics :

Exp : 28 Location : Charlotte, North Carolina, United States Job Level : N/A Designation : Owner at Nork Financial Group
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Insights For Selling To Bill

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Invite them for a lunch or a drink/coffee
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bill is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Bill

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Bill move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Bill take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Bill

Personality Compatibility


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