Bruce Stone

Judge
DISC Type : Dc

Principal at StoneKimbro

Tucson, Arizona, United States

Overview

Bruce Stone is a Principal at StoneKimbro, where he serves as a Strategic Wealth Advisor to high-net-worth business owners. His expertise lies in estate, tax, and business succession planning through a specialized service known as Wealth Logistics. He holds a degree in Finance from the University of Arizona.

Based on his shared content, Bruce appears interested in the broader aspects of life planning beyond finance, such as the potential for volunteering in retirement and helping non-profits attract top-tier leadership. He values creativity in finding financial solutions for his clients.

Unique fact: Bruce was a founder of Financial Freedom Senior Funding Corporation, which grew to become the largest originator of reverse mortgages in the U. S.

Personality Overview

Generally Skeptic

Fast But Wary

Objective Thinker

They prefer to move quickly, and expect the same from others.  They do not care very much about building rapport or relationships. They put a lot of effort into ensuring personal success.

Topics They Care About

Wealth Logistics
This is his specialized service for HNW business owners, focusing on estate, business succession, and tax planning.
Creative Tax Planning
He emphasizes creativity as key to generating huge tax deductions for his clients, a major value proposition he highlights.
Business Succession
A core practice area he oversees, indicating deep expertise in helping business owners plan for their company's future.

Media Appearances

Bruce has no verified media appearances

Work History

12-2020
Principal at StoneKimbro
1-1979 - 12-2020
Principal at StoneTapert Financial Services

Education

1981 - 1991
CLU/ChFC from American College
1971 - 1975
Finance from University of Arizona

More Information

Social Presence :

Prographics :

Exp : 47 Location : Tucson, Arizona, United States Job Level : Senior Designation : Principal at StoneKimbro
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Insights For Selling To Bruce

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Objectively showcase the impact that your product creates
  • Refer to testimonials from well-known industry leaders

DONT's

  • Avoid being too verbose
  • Don't try too hard to forge relationships with them
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bruce is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Bruce

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Bruce move?

  • If convinced, they can reach decisions quite fast.
  • Can Bruce take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Bruce

Personality Compatibility


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