George Lauck

Energizer
DISC Type : I

Wealth Advisor at Shepherd Financial, LLC

Indianapolis, Indiana, United States

Overview

George Lauck is a Senior Wealth Advisor at Shepherd Financial, with extensive experience in retirement plan advising and employee benefits. He earned his BA from Wabash College. A seasoned professional, he previously co-founded and was a Partner at CLS Group, an employee benefits agency, before its acquisition.

George maintains a strong connection with his alma mater, Wabash College, where he is a consistent supporter of alumni activities. He has also been involved in the Indianapolis community, contributing to local youth organizations such as the Catholic Youth Organization.

He has direct entrepreneurial experience, having co-founded the CLS Group and successfully guiding it to an acquisition by Neace Lukens in 2007.

Personality Overview

Imaginative

Big Picture Person

Relationship Oriented

They are always positive and upbeat, so take their promises with a pinch of salt.  They are really good at seeing what the long-term impacts of their decisions could be. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Financial Wellness
His firm, Shepherd Financial, has a stated passion for creating financial wellness programs that help people prepare for retirement on their own terms.
Employee Benefits
He co-founded and was a partner at CLS Group, an employee benefits agency, and later worked as an Employee Benefits Specialist at AssuredPartners.
Entrepreneurship
Co-founded the CLS Group, an employee benefits agency that he and his partners successfully sold to Neace Lukens in 2007.

Media Appearances

George Lauck – Wealth Advisor Profile. Featured in Shepherd Financial, LLC

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George Lauck and Alex Sylvester Merger. Featured in Shepherd Financial, LLC

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Work History

3-2020
Wealth Advisor at Shepherd Financial, LLC
6-2007 - 3-2020
Partner at AssuredPartners
1-2000 - 6-2007
Partner at CLS Group

Education

1974 - 1978
BA from Wabash College

More Information

Social Presence :

Prographics :

Exp : 26 Location : Indianapolis, Indiana, United States Job Level : N/A Designation : Wealth Advisor at Shepherd Financial, LLC
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Insights For Selling To George

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid overloading them with too much detail
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with George is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from George

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will George move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can George take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And George

Personality Compatibility


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