James Kaiser WMCP®RICP®

Planner
DISC Type : Sc

Partner, Financial Advisor | Kaiser Skaggs Wealth Management Group at Northwestern Mutual

Bozeman, Montana, United States

Overview

James Kaiser is the Co-Founder and a Wealth Management Advisor at Gamma Wealth Partners, specializing in financial planning for dentists and business owners. He holds WMCP® and RICP® designations and was named a Forbes Best-in-State Top Financial Securities Professional for 2025. People describe him as approachable and genuinely concerned for his clients needs.

A Bozeman resident since the age of five, James enjoys all the outdoor amenities Montana has to offer. He loves to travel and experience new places and cultures with his wife, Leisa, and their two children, Leo and Liliana. He is an alumnus of Montana State University.

James has been with Northwestern Mutual since his start as a college intern in 2008.

Personality Overview

Overcautious

Not Very Vocal

Disciplined

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Topics They Care About

Planning for Dentists
His practice has a specific focus on providing wealth management and business planning services to dental professionals.
Business Owner Finances
A core part of his client base consists of business owners, for whom he develops comprehensive financial strategies.
Montana Outdoors
As a long-time Bozeman resident, he personally enjoys the various outdoor amenities available in the valley and state.

Media Appearances

James has no verified media appearances

Work History

4-2017
Partner, Financial Advisor | Kaiser Skaggs Wealth Management Group at Northwestern Mutual
2-2008
Financial Rep. at Northwestern Mutual

Education

2005 - 2009
Marketing from Montana State University-Bozeman
Education details unavailable from Montana State University-Bozeman

More Information

Social Presence :

Prographics :

Exp : 17 Location : Bozeman, Montana, United States Job Level : N/A Designation : Partner, Financial Advisor | Kaiser Skaggs Wealth Management Group at Northwestern Mutual
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • 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 don't like to hasten, so their speed of decision-making may be slow.
  • Can James take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And James

Personality Compatibility


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