John Black, CFP®, ChFC®, CLU®, CASL®

Critic
DISC Type : C

Founder I CEO I Wealth Management Advisor at J BLACK FINANCIAL GROUP

Leawood, Kansas, United States

Overview

John Black is the Founder and CEO of J BLACK FINANCIAL GROUP, a wealth management firm affiliated with Northwestern Mutual. Recognized by Forbes as a Best-In-State Wealth Advisor, he specializes in liquidity event planning and comprehensive financial strategies. He holds CFP®, ChFC®, CLU®, and CASL® designations and earned an Economics degree from Boston College.

Originally from a farming family, John is now a devoted father to two daughters. After losing his wife to cancer, he developed an expertise in advising widows and widowers. In his personal time, he enjoys traveling, cooking, wine, and wellness, and is an avid fan of the Kansas City Chiefs and Royals.

He has a passion for mentoring, demonstrated through his firms participation in the Kansas State University Professional Mentoring Program.

Personality Overview

ROI Driven

Information Seeker

Precise

They prefer to analyze logically and value objective facts over emotions.  They like to take decisions independently and do not seek others' support often. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Liquidity Event Planning
A core specialty of his practice is helping clients navigate large influxes of capital from events like business sales or inheritance.
Wealth Management
His firm focuses on creating sound financial decisions for clients, an approach that has earned him recognition on Forbes' Best-In-State Wealth Advisor list.
Supporting Widows/Widowers
After personal experience with loss, he has become a de facto expert in advising those who have lost a spouse, viewing it as a unique form of liquidity planning.

Media Appearances

John Black - J Black Financial Group | Northwestern Mutual. Featured in Forbes

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Happy Finance Friday with J BLACK FINANCIAL GROUP .... Featured in Facebook

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Work History

7-1994
Founder I CEO I Wealth Management Advisor at J BLACK FINANCIAL GROUP
7-1994
Founder I CEO I Wealth Management Advisor at Northwestern Mutual
1-1992 - 6-1994
Financial Representative at Prudential Financial

Education

1987 - 1991
B.A. from Boston College
CFP from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 33 Location : Leawood, Kansas, United States Job Level : Leadership Designation : Founder I CEO I Wealth Management Advisor at J BLACK FINANCIAL GROUP
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don't give superficial answers, they are easily rattled by them
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from John

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will John move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can John take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And John

Personality Compatibility


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