Jim Teegarden

Doer
DISC Type : sd

Founder & CEO at Impact Wealth

Boulder, Colorado, United States

Overview

Jim is the Founder and CEO of Impact Wealth, where he is described as a "big picture visionary. " He specializes in solving complex estate and business challenges for successful entrepreneurs, focusing on reducing taxation and growing wealth. A Purdue University alumnus, he leverages his extensive background to serve high net-worth families across the country.

Outside of work, Jim is a dedicated family man and father of four based in Boulder, Colorado. He is deeply involved in his community, coaching youth lacrosse, football, and basketball. He also dedicates time to his church and various charitable causes, showing a strong commitment to giving back.

Unique Fact: Jim is a military veteran who served four years in the U. S. Army Reserves and National Guard as both a combat engineer and a stinger missile gunner.

Personality Overview

Risk-Accepting

Long-term Focused

Fast-paced

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. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Tax-Free Wealth
His firm's primary focus is on helping business owners and executives mitigate taxes and grow wealth through specialized financial strategies.
Retirement Planning
He frequently hosts webinars and creates content focused on maximizing retirement income and strategic financial planning for high-income earners.
Entrepreneurial Finance
As a founder of multiple financial firms, he has a deep understanding of the unique financial challenges that successful entrepreneurs face.

Media Appearances

Jim has no verified media appearances

Work History

11-2019
Founder & CEO at Impact Wealth
2-2004
CEO at TFC
1-2004
CEO and Founder at Teegarden Financial Corp.
1-2004 - 1-2016
Owner at Teegarden Financial Corp.
9-1999 - 1-2004
Co-Owner at Spectrum Financial Network

Education

1989 - 1994
B.S. from Purdue University
1986 - 1989
Education details unavailable from Blackford High School

More Information

Social Presence :

Prographics :

Exp : 29 Location : Boulder, Colorado, United States Job Level : Leadership Designation : Founder & CEO at Impact Wealth
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • During followups, use phone or text if needed, they should be fine
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • 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


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