Hallye Perkins, CFP®

Financial Planner at IVY Wealth

📍 Dallas, Texas, United States

Hallye Perkins is a Principal and Certified Financial Planner at IVY Wealth. Recognized by Forbes as a 2025 Top Financial Security Professional in North Texas, she leverages a Masters in Accounting from SMU to create personalized financial plans for her clients.

Her recent inclusion on the Forbes 2025 "Top Financial Security Professionals Best-In-State" list is a notable achievement.

Read the full overview →

Experience

17 Years

Current Role

Financial Planner

Location

Dallas, Texas, United States

Personality Overview

How Hallye shows up

Communication Style

Decision Approach

Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Priorities

Topics Hallye cares about

Financial Security

Her recent recognition on the Forbes list of Top Financial Security Professionals underscores her expertise in protecting and growing wealth.

Tax Planning

She frequently posts about the importance of tax planning as a method to enhance after-tax returns and maximize long-term income.

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Career

Work history

5-2008

Financial Planner

IVY Wealth

In the press

Media appearances

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Education

Business Administration

Rhodes College

Certificate in Financial Planning

Southern Methodist University

Masters of Accounting

SMU Cox School of Business

Social presence

Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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Selling to Hallye?

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How to run the call and the meeting
His cold-calling profile and exact script
How to write an email that lands
How to negotiate and close

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During a call or a meeting

Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DON'T

Don’t take too much time in sending them information if they ask for any

Hold your ground without indulging in one-upmanship

Reveal the full meeting playbookFree. 10 seconds.

When cold calling

Pattern Interrupt: Confident style, with a mix of informality and formality gets their attention.

Pace: Speak slightly fast. Sound like a ‘gets shit done’ person.

Reveal the cold-call scriptFree. 10 seconds.

When writing an email

Subject: To the point, measured

Length of mail: Very Short

Salutation: No Greeting: No. Tone of words: Confident, direct. Bullet points: Could use. Closing line: Clearly state your ask. Complimentary close: None or standard. Overall messaging: Focused on measurable results

Reveal the full email formulaFree. 10 seconds.

Negotiating and closing

The secret to closing Hallye fast: Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.

How fast will Hallye move? If convinced, they can reach decisions quite fast.

Reveal the closing strategyFree. 10 seconds.

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