James R. Mason

Inquirer
DISC Type : cd

Associate at Lenox Advisors

New York, New York, United States

Overview

James R. Mason is an Associate at Lenox Advisors, where he functions as a "personal CFO" for high-net-worth clients, specializing in comprehensive financial planning. He was recently recognized on Forbes 2025 list of Top Financial Security Professionals. He holds a Bachelors degree from the University of Central Florida and a 2-15 Health & Life license.

While his professional interests include thought leadership from Harvard Business Review and platforms like Charles Schwab, information on his personal hobbies is not publicly available. Based on his alma mater, he may follow college sports.

He was ranked #77 on Forbes 2025 "Top Financial Security Professionals – Best in State" list.

Personality Overview

Upfront

Judgemental

Demanding

They care equally about the product and its potential impact.  They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Life Insurance
Frequently shares client stories on social media to raise awareness about the importance of life insurance for easing family stress during times of loss.
Financial Security
His work and a recent Forbes recognition as a "Top Financial Security Professional" highlight his commitment to helping clients achieve financial certainty and peace of mind.
Wealth Management
His role focuses on coordinating all aspects of clients' financial lives, including asset management, retirement, risk management, and estate planning for executives and business owners.

Media Appearances

James has no verified media appearances

Work History

5-2017
Associate at Lenox Advisors
8-2016 - 5-2017
Associate at Coastal Wealth

Education

2012 - 2016
Bachelor's degree from University of Central Florida

More Information

Social Presence :

Prographics :

Exp : 9 Location : New York, New York, United States Job Level : N/A Designation : Associate at Lenox Advisors
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Insights For Selling To James R.

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Stress on the business value that your product offers

DONT's

  • Refrain from asking too many questions
  • Avoid long winding pitches, stay objective
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James R. is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from James R.

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

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

  • They are neither the fastest decision makers nor the slowest.
  • Can James R. take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And James R.

Personality Compatibility


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