Bobby Burns, MBA EA

Examiner
DISC Type : cs

Financial Advisor at TransTax Associates

Arlington, Texas, United States

Overview

Bobby Burns is a distinguished financial advisor at TransTax Associates and President of INV Logistics, Inc. An Enrolled Agent and Certified Tax Coach with an MBA, he specializes in comprehensive financial planning and taxation. He is recognized for his integrity and client-centric approach, earning multiple accolades, including the Five-Star Professional award.

Outside of his financial practice, Bobby is deeply committed to community service. He serves as the Vice President of Black Achievers Inc. , where he actively contributes to initiatives that promote excellence and achievement within the African American community. His personal ambition is to build a leading financial firm in the Southwest.

He finds great satisfaction in assisting senior citizens by representing them and resolving overwhelming IRS claims.

Personality Overview

Late Adopter

Overcautious

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach.

Topics They Care About

Tax Representation
As a licensed Enrolled Agent, he represents taxpayers before the IRS and has a notable focus on helping senior citizens resolve complex tax issues.
Holistic Financial Planning
Acts as a 'financial quarterback' for clients, coordinating taxes, college planning, and retirement strategies to help them achieve long-term financial security.
Community Leadership
Serves as Vice President of Black Achievers Inc. , demonstrating a commitment to fostering achievement and excellence within the community.

Media Appearances

Bobby has no verified media appearances

Work History

4-2005
Financial Advisor at TransTax Associates
3-2000
President at INV Logistics, Inc

Education

2000 - 2004
Master of Business Administration (MBA) from Keller Graduate School of Management of DeVry University
1967 - 1971
BS from University of Arkansas at Pine Bluff

More Information

Social Presence :

Prographics :

Exp : 26 Location : Arlington, Texas, United States Job Level : N/A Designation : Financial Advisor at TransTax Associates
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Insights For Selling To Bobby

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bobby is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Bobby

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Bobby move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Bobby take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Bobby

Personality Compatibility


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