Gary Bottoms CLU, ChFC

Balancer
DISC Type : S

Founder at Summit Legacy, LLC

Marietta, Georgia, United States

Overview

Gary Bottoms is the founder of Summit Legacy, an elite insurance and estate planning firm. A graduate of the Georgia Institute of Technology with CLU and ChFC designations, he specializes in sophisticated solutions for high-net-worth families and business owners. He is also an owner of the invitation-only national network, Lion Street.

Deeply committed to his community, Gary is a past chairman of numerous organizations, including the Cobb Chamber of Commerce and the WellStar Foundation. With his wife, Melissa, he established a family charitable fund to pass on the values of philanthropy to their grandchildren. He has also been named Marietta Citizen of the Year.

He is the author of a book on estate planning and relationships titled “Getting It Right. ”

Personality Overview

Good Listener

Risk-Averse

Diplomatic

They are polite and respectful but practical.  Even if it takes time, they prefer following the process. They are confident about making long-term decisions.

Topics They Care About

Estate Planning
Focuses on helping high-net-worth clients with wealth transfer, life insurance, and disability needs. He authored a book on the topic called "Getting It Right. "
Business Succession
Advises on transferring business ownership between generations and has written about the importance of liquidity and clear funding mechanisms for successful transitions.
Community Philanthropy
Has served as chairman for multiple community foundations and actively engages in charitable giving with his family to support local causes in the Cobb County area.

Media Appearances

Gary has no verified media appearances

Work History

Founder at Summit Legacy, LLC
10-2023
Principal at TBX Benefit Partners
10-2023
Chairman and Chief Executive Officer at The Bottoms Group, LLC

Education

1971 - 1975
Education details unavailable from Georgia Institute of Technology

More Information

Social Presence :

Prographics :

Exp : N/A Location : Marietta, Georgia, United States Job Level : Leadership Designation : Founder at Summit Legacy, LLC
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Insights For Selling To Gary

During A Call Or A Meeting

DO's

  • Share information about the process and how it would address all concerns
  • Encourage them to invite other key stakeholders for discussions
  • Be personal and polite and slightly formal

DONT's

  • Don’t brush off their concerns, their comfort with you will go down
  • Ensure that you don’t seem disinterested when speaking to them
  • Don’t try to be overly social in the early interactions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Gary is

  • What matters the most to them is low risk, adoption by others and proven case studies.
  • Will you ever get a clear answer from Gary

  • They never like to say no directly, they postpone the decisions or just go silent.

Insights For Deal Planning

    How fast (or slow) will Gary move?

  • They can be very slow in making decisions.
  • Can Gary take some risk or not?

  • They are very likely to play it safe rather than taking risk.

You And Gary

Personality Compatibility


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