James Buckley, CFP®

Editor
DISC Type : CS

Private Wealth Advisor & Partner at Photiades Wealth Management at Photiades Wealth Management

Manchester, New Hampshire, United States

Overview

James Buckley is the CEO and a Private Wealth Advisor at Photiades Wealth Management. As a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®, he leverages his masters degree in Finance from Southern NH University to lead his firms strategic financial planning and investment services.

Outside of work, he lives in Bedford, New Hampshire with his wife, two daughters, and their dog. He is an avid golfer and enjoys traveling and spending quality time with his family.

He holds the Accredited Investment Fiduciary® (AIF®) designation, underscoring his commitment to high ethical standards.

Personality Overview

Self-Disciplined

Objective Thinker

Late Adopter

They are always well-planned and adopt a systematic approach.  The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally.

Topics They Care About

Fiduciary Responsibility
As an Accredited Investment Fiduciary® (AIF®), he holds himself to a high standard of acting in the best interests of his clients.
Wealth Management
As CEO and a Private Wealth Advisor, he leads his firm in creating comprehensive financial strategies for high-net-worth individuals and families.
Talent Acquisition
He is actively involved in hiring for his firm, with a focus on finding experienced advisors and compliance professionals to grow the team.

Media Appearances

James has no verified media appearances

Work History

1-2023
Private Wealth Advisor & Partner at Photiades Wealth Management at Photiades Wealth Management
1-2022
Private Wealth Advisor at Photiades Wealth Management
11-2017 - 1-2022
Lead Advisor / Director of Investment Services and Planning at Photiades Wealth Management
1-2017 - 11-2017
Business Analyst II at Centene Corporation
2-2012 - 12-2016
Associate Wealth Management Advisor at Northwestern Mutual

Education

2011 - 2014
Masters of science in Finance from Southern NH University
2006 - 2009
Bachelor of Science (BS) from Southern New Hampshire University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Manchester, New Hampshire, United States Job Level : N/A Designation : Private Wealth Advisor & Partner at Photiades Wealth Management at Photiades Wealth Management
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Actively address their concerns around change, risk, and acceptance by users
  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from James

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can James take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And James

Personality Compatibility


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