Jim Patton, MBA, ChFC®

Visionary
DISC Type : Ds

Financial Advisor at Lifetime Financial Growth of Indianapolis, LLC

Greater Indianapolis, United States

Overview

Jim Patton is a Financial Advisor at Lifetime Financial Growth of Indianapolis, specializing in guiding veterans and their businesses. A graduate of the US Army War College, he focuses on business protection, employee retention, and exit strategies. People who have worked with him describe him as professional, intuitive, and a genuine "go-giver. "

Jims passion for serving the military community extends beyond his professional work, as evidenced by his focus on helping veterans transition to civilian life and business ownership. He has a keen interest in business strategy and leadership, keeping up with insights from sources like the Harvard Business Review.

Unique fact: Jim hosts a channel on the Indy Biz TV Show Network, where he provides business survival skill tips specifically for veterans.

Personality Overview

Direct & Assertive

Early Adopter

Fast But Thoughtful

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Veteran Financial Health
His entire practice is dedicated to helping veterans and veteran business owners align their financial resources with their personal and professional goals.
Business Owner Planning
He advises business owners on protection from loss, improving employee retention, and maximizing the proceeds from the eventual sale of their business.
Retirement Strategies
He recently earned his RSSA certification to help clients optimize their Social Security benefits and also advises on long-term care protection.

Media Appearances

Jim has no verified media appearances

Work History

12-2021
Financial Advisor at Lifetime Financial Growth of Indianapolis, LLC
1-2019 - 10-2021
Financial Advisor at West Point Financial Group
1-2019 - 10-2021
Financial Advisor at WestPoint Financial Group at West Point Financial Group
12-2018
Associate at World Financial Group (WFG)
12-2018
Consultant at DDI

Education

2001 - 2003
MS from Indiana University Indianapolis
1996 - 1998
Graduate from US Army War College

More Information

Social Presence :

Prographics :

Exp : 16 Location : Greater Indianapolis, United States Job Level : N/A Designation : Financial Advisor at Lifetime Financial Growth of Indianapolis, LLC
URL has been copied!

Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't go over them unless you are left with no other option
  • Don't shy away from asking hard questions, but be extra polite
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jim

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jim take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jim

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.