George R. Wilbanks

Questioner
DISC Type : c

Managing Partner at Wilbanks Partners, LLC

Stamford, Connecticut, United States

Overview

George Wilbanks is the founding partner of a premier executive search and consulting firm for the asset management industry. Leveraging over 20 years of experience from Russell Reynolds Associates, he is an expert in leadership advisory. He holds a BA from Williams College and an MBA from NYU Stern.

George is deeply committed to his educational roots, serving on the board of the Williams College Alumni Fund and as a former trustee of the Eaglebrook School. He actively champions diversity and inclusion in finance, recently promoting the Association of Asian American Investment Managers.

His undergraduate degree is in Political Philosophy, an uncommon foundation for a top financial services executive recruiter.

Personality Overview

Systematic

Cautious & Analytical

Not Easily Convinced

They prefer to do thorough analysis of any situation.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Executive Recruiting
As the founder of a top search firm, he specializes in placing high-level talent and advising on organizational structure within asset and wealth management.
FinTech Innovation
His advisory role at Vestigo Ventures, a firm that funds FinTech startups, shows his engagement with the future of financial technology.
Diversity in Investing
Actively champions the Association of Asian American Investment Managers (AAAIM), signaling a commitment to increasing diversity and inclusion within the financial industry.

Media Appearances

George has no verified media appearances

Work History

9-2011
Managing Partner at Wilbanks Partners, LLC
12-2015
Advisory Board Member at Vestigo Ventures
Managing Director at Russell Reynolds Associates

Education

MBA from New York University - Leonard N. Stern School of Business
BA from Williams College

More Information

Social Presence :

Prographics :

Exp : 14 Location : Stamford, Connecticut, United States Job Level : Mid-senior Designation : Managing Partner at Wilbanks Partners, LLC
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Insights For Selling To George R.

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with George R. is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from George R.

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will George R. move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can George R. take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And George R.

Personality Compatibility


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