Joe Atkinson, CEPA

Commander
DISC Type : D

Certified Executive & Business Consultant / Coach at Focal Point

San Antonio, Texas, United States

Overview

Joe Atkinson is a Certified Executive Coach and CEPA who guides business owners and financial professionals. His career is highlighted by senior executive roles at Wells Fargo, where he led over 1, 200 employees and managed assets exceeding $26 billion. He holds a BBA in Finance from The University of Texas at San Antonio.

He is passionate about helping leaders achieve success beyond just growth, focusing on gaining clarity, balance, and freedom to prevent burnout. He draws from his own experiences of reaching goals only to feel stuck, aiming to help others build something strong without losing themselves in the process.

Unique fact: As a senior executive, Joe directed a vast region in Central South Texas, overseeing 142 bank branches.

Personality Overview

Candid & Clear

Risk-Taker

Very Quick

They respond well to strong and respectful communication.  They are very proud of what they do. They are not focused on building rapport and relationships.

Topics They Care About

Executive Coaching
As a Certified Executive & Business Coach, he helps leaders perform at their best by gaining clarity and freedom to live life on their own terms.
Business Growth
His work focuses on accelerating growth and achieving strategic business objectives for clients by optimizing decision-making and implementing effective strategies.
Leadership Development
He has extensive experience leading large teams, fostering a 'culture of care', and is dedicated to empowering executives to achieve operational excellence.

Media Appearances

Joe has no verified media appearances

Work History

10-2024
Certified Executive & Business Consultant / Coach at Focal Point
9-2024
President & CEO at Premier Business and Executive Coaching, Inc.
3-1984 - 5-2024
Regional Branch Network Executive - Central South Texas Region - Austin, San Antonio, South Texas at Wells Fargo
12-2013 - 11-2018
South Florida Region Bank President at Wells Fargo
11-2010 - 10-2013
SVP, Area President - Greater Georgia Region – Southeast Division - Eastern Bank at Wells Fargo

Education

Joe has no verified education history

More Information

Social Presence :

Prographics :

Exp : 35 Location : San Antonio, Texas, United States Job Level : Senior Designation : Certified Executive & Business Consultant / Coach at Focal Point
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Insights For Selling To Joe

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Speak about competitive differentiation that your product offers
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Do not spend too much time focusing on product tech or features
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joe is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Joe

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Joe move?

  • They can take decisions very fast if you manage to convince them.
  • Can Joe take some risk or not?

  • The risks don’t matter much to them.

You And Joe

Personality Compatibility


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