Bill Payne

Enthusiast
DISC Type : i

Principal & Co-Founder at Trident Wealth Strategies

Greater Boston, United States

Overview

Bill Payne is a Principal and Co-Founder of Trident Wealth Strategies, where he specializes in advanced, tax-efficient wealth planning for ultra-affluent families. He holds a Masters degree in Financial Services from The American College, in addition to Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU®) designations.

Outside of work, Bill is active in his community, serving on the boards of Harbor One Bank and The Old Colony YMCA, a major social services provider. He and his wife, Lynne, live in Chatham and enjoy spending time with their nine grandchildren.

He has co-hosted several New England financial radio shows and served as a source for television money segments.

Personality Overview

Story Driven

Optimistic

Amiable & Agreeable

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Wealth Preservation
His primary professional focus is on fully integrated strategies for managing, preserving, and distributing wealth for ultra-affluent clients.
Tax-Efficient Planning
A core component of his wealth management approach involves creating strategies to preserve and distribute wealth in a tax-efficient manner.
Community Service
He serves on the board of The Old Colony YMCA, one of the largest providers of social services in the Commonwealth of Massachusetts.

Media Appearances

Bill has no verified media appearances

Work History

11-2023
Principal & Co-Founder at Trident Wealth Strategies
11-2023
Consultant at Edelman Financial Engines
3-1989 - 11-2023
Principal & Co-Founder at PRW Wealth Management, LLC

Education

Bill has no verified education history

More Information

Social Presence :

Prographics :

Exp : 36 Location : Greater Boston, United States Job Level : Leadership Designation : Principal & Co-Founder at Trident Wealth Strategies
URL has been copied!

Insights For Selling To Bill

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Maintain high, positive energy and convey confidence
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bill is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Bill

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Bill move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Bill take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Bill

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.