James Blakey

Questioner
DISC Type : c

Founder & Senior Partner at CAV_OK Family Office, LLC

Davidson, North Carolina, United States

Overview

James is the Founding Partner of CAV_OK Family Office, where he serves ultra-high-net-worth families with complex financial needs. A CERTIFIED FINANCIAL PLANNER™, he previously founded two other firms focused on wealth management and tax planning. His career began uniquely as a commercial airline pilot before he transitioned into finance.

Outside of work, James is an avid pilot and enjoys flying small planes. He is also a long-time runner and former triathlete. Living in Davidson, NC, he is a passionate sports spectator who enjoys attending Carolina Panthers and Charlotte Hornets games with his wife, three children, and grandson.

Unique fact: James began his professional life as a commercial airline pilot for US Airways before founding multiple financial services firms.

Personality Overview

Systematic

Not Easily Convinced

Price-Sensitive

They prefer to fully evaluate every situation.  They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Wealth Management (UHNW)
He founded his firm specifically to provide high-touch, coordinated financial services for select ultra-high net worth families with complex needs.
Complex Tax Planning
Founded a tax planning practice and recently completed a Trust Certificate Program to deepen his knowledge of sophisticated tax strategies for complex trusts.
Aviation
He is a former commercial airline pilot with a jet type rating for the Cessna Citation 525S and continues to enjoy flying small planes as a hobby.

Media Appearances

James has no verified media appearances

Work History

Founder & Senior Partner at CAV_OK Family Office, LLC
Founder & Managing Partner at Davidson Accounting Company
Peer Advisory Chair at Vistage Worldwide, Inc.
Founder & Partner at Secrest Blakey & Associates
Airline Captain at US Airways

Education

CFP® Professional Education Program from College for Financial Planning
Cessna Citation 525S Type Rating from SimCom Aviation Training

More Information

Social Presence :

Prographics :

Exp : N/A Location : Davidson, North Carolina, United States Job Level : Leadership Designation : Founder & Senior Partner at CAV_OK Family Office, LLC
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from James

  • 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 James move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can James take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And James

Personality Compatibility


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