Casey Adams

Pioneer
DISC Type : dsi

Client Development/Program Manager at Waypoint Strategies

Louisville, Kentucky, United States

Overview

Casey Adams is a Principal at Adams Advisory Services LLC and a Client Development/Program Manager at Waypoint Strategies, bringing extensive experience in customer service, hospitality, leadership, and strategic planning. He previously held leadership roles in senior living operations at Masonic Homes Kentucky. Casey is a graduate of the University of Kentucky.

He is passionate about the senior living industry and actively engages in discussions around sustainability, innovation, and human resources. Casey also has a unique background as an owner of a high-end, custom detailing company.

People often describe Casey as energetic, conscientious, professional, and results-oriented.

Personality Overview

Dynamic But Sincere

Decisive But Friendly

Friendly But Fast

They have the unique ability to win both love and respect from their team (or outsiders)  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

Topics They Care About

Senior Living Industry
Casey has a stated passion for the senior living industry, with significant experience as VP of Independent Living and Executive Director at Masonic Homes Kentucky.
Talent Development
As Principal at Adams Advisory Services LLC, Casey focuses on talent evaluation and leadership development with a person-centric approach.
Strategic Planning
Casey's background includes extensive experience in strategic planning and his current role involves client development and program management.

Media Appearances

From Operator to Owner's Rep: Why Casey Adams Joined Waypoint Strategies. Featured in Waypoint Strategies Blog

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We're excited to welcome Casey Adams to the Waypoint Strategies team. Featured in Instagram

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Work History

5-2025
Client Development/Program Manager at Waypoint Strategies
9-2024 - 5-2025
Principal at Adams Advisory Services LLC
1-2016 - 10-2024
VP - Independent Living at Masonic Homes Kentucky
4-2012 - 1-2016
Executive Director - Miralea at Masonic Homes Kentucky
3-2008 - 7-2014
Owner at Adams' Detailing

Education

8-1996 - 5-2001
Bachelor of Science - BS from University of Kentucky

More Information

Social Presence :

Prographics :

Exp : 27 Location : Louisville, Kentucky, United States Job Level : Middle Designation : Client Development/Program Manager at Waypoint Strategies
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Insights For Selling To Casey

During A Call Or A Meeting

DO's

  • During followups, use calls or text if needed, they should be fine
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Showcase existing customers and use case-studies to grab their attention

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Casey is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Casey

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Casey move?

  • They are generally fast movers and can take quick decisions
  • Can Casey take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Casey

Personality Compatibility


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