John Cates

Enigma
DISC Type : dic

Private Wealth Advisor at McDonald Partners

United States

Overview

John Cates is a Private Wealth Advisor at McDonald Partners, specializing in comprehensive financial strategies for high-net-worth individuals and families. His background includes roles in private banking, business development, and life insurance, supported by a B. A. from Michigan State University and multiple industry certifications, including as a Registered Representative.

Personality Overview

Challenger

Hard To Convince

Persuasive & Assertive

They are generally strong communicators and are not easy to convince.  They are likely to ask many questions and look heavily for supporting proof as well as information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing

Topics They Care About

Wealth Transfer
Has extensive experience designing and implementing best-in-class wealth transfer and estate planning strategies from his time at Vanbridge and TDC Life.
Private Banking
Previously served as Director of Private Banking, where he was responsible for leadership, strategic vision, and product development for the business line.
Business Development
Held an SVP role focused on business development and distribution, indicating a focus on growth and strategic partnerships within the financial services industry.

Media Appearances

John Cates - The Team - McDonald Partners. Featured in McDonald Partners

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Work History

5-2025
Private Wealth Advisor at McDonald Partners
11-2024 - 5-2025
Registered Representative at The Leaders Group, Inc.
10-2024 - 5-2025
SVP, Business Development and Distribution at Vanbridge, an EPIC company
7-2019 - 9-2024
Life Insurance Client Advisor at TDC Life
7-2019
Vice President - Director of Private Banking at The State Bank and Trust Company

Education

2005 - 2009
B. A. from Michigan State University
2001 - 2005
High School Diploma from Onsted Community High School

More Information

Social Presence :

Prographics :

Exp : 6 Location : United States Job Level : Senior Designation : Private Wealth Advisor at McDonald Partners
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked
  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.
  • Build rapport slwly without rushing, it will come handy to handle hard questions later

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously. They are easily deterred
  • Avoid making offhand commitments, understand the root of their concerns first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from John

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will John move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can John take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And John

Personality Compatibility


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