Casey J. Nelson

Enthusiast
DISC Type : i

Founder at Integrity Financial

Fargo, North Dakota, United States

Overview

Casey J. Nelson is the founder of Integrity Financial, an independent firm focused on providing unbiased, customized financial strategies. He is also an Independent Registered Representative with Lion Street Financial and holds a degree in Business & Marketing from Concordia College, emphasizing a client-first, educational approach.

He has been personally selected by syndicated radio talk show host Dave Ramsey to be a SmartVestor Pro.

Personality Overview

Non-Confrontational

Optimistic

Amiable & Agreeable

They are generally friendly, so be careful when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Financial Education
His firm's philosophy is centered on educating clients to help them gain a better understanding of their own financial situation and goals.
Unbiased Advice
As an independent representative, he prioritizes providing strategies that are best for his clients, not what is best for a particular company.
Ramsey Principles
His affiliation as a Dave Ramsey SmartVestor Pro indicates an alignment with Ramsey's financial teachings and investment philosophies.

Media Appearances

Casey has no verified media appearances

Work History

7-2015
Founder at Integrity Financial
2-2019
Independent Registered Representative at Lion Street
9-2014
SmartVestor at Dave Ramsey
7-2017 - 2-2019
Registered Representative at Ameritas Investment Corporation
8-2014 - 2-2019
RMD at Capital Choice Financial Group

Education

Business & Marketing from Concordia College

More Information

Social Presence :

Prographics :

Exp : 11 Location : Fargo, North Dakota, United States Job Level : Leadership Designation : Founder at Integrity Financial
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Insights For Selling To Casey J.

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Compliment them about their personality if you get a chance
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Avoid overloading them with too much information
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Casey J. is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Casey J.

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Casey J. move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Casey J. take some risk or not?

  • They can take some low-probability risks if needed.

You And Casey J.

Personality Compatibility


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