Chad Castle, RICP

Supporter
DISC Type : s

President / Owner at Winnow Wealth

Waco, Texas, United States

Overview

Chad Castle is the President and Owner of Winnow Wealth, where he creates transparent and efficient financial plans. As a Retirement Income Certified Professional (RICP) and a graduate of Baylor Universitys business school, he specializes in helping investors maximize their spendable income by removing financial impurities from their strategies.

Outside of his professional work, Chad is a family man, married to his wife, Kristy, with whom he has three children: Cal, Knox, and Campbell. He maintains a strong connection to his alma mater, Baylor University, and its affiliated organizations.

His entire financial planning approach is uniquely built around four core "Money Affirmations" designed to simplify wealth management.

Personality Overview

Risk-averse

Procedural

Social Proof Driven

They are unlikely to become strong champions as they don't prefer pushing other people.  Their decisions are defined by the possible value that they can bring to the organization.
 They usually go by the book, following all rules and procedures.

Topics They Care About

Retirement Income
As a Retirement Income Certified Professional, his focus is on strategies that create more spendable income for retirees, not just savings accumulation.
Financial Education
He emphasizes teaching investors simple money principles, stemming from his background in hosting investment workshops and coaching.
Efficient Investing
His philosophy centers on removing financial impurities and avoiding common pitfalls like taxes and losses that erode wealth.

Media Appearances

Winnow Wealth, LLC Has Partnered with Income For Life to Help Retirees Stay Retired. Featured in KETK.com

See Now

Work History

1-2022
President / Owner at Winnow Wealth
1-2011 - 12-2021
Managing Partner at Nurture Wealth
6-1995 - 2-2018
Owner at Castle Investor Coaching / Castle Capital Management

Education

1990 - 1995
Bachelor of Business Administration - BBA from Baylor University - Hankamer School of Business
1986 - 1990
Education details unavailable from Caddo Mills High School

More Information

Social Presence :

Prographics :

Exp : 30 Location : Waco, Texas, United States Job Level : N/A Designation : President / Owner at Winnow Wealth
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Insights For Selling To Chad

During A Call Or A Meeting

DO's

  • Show willingness to accommodating their needs or requests
  • Talk about refund and cancellation policy if the need arises
  • Engage other key stakeholders on their side and leverage if they approve of your product

DONT's

  • Don’t rush them to make quick decisions
  • Avoid saying anything that sounds like a risky proposition
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chad is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Chad

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Chad move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Chad take some risk or not?

  • They rarely take risks and prefer making decisions supported by others.

You And Chad

Personality Compatibility


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