Justin Balik

Captain
DISC Type : DS

Co-Founder at Wealth InsurED

Miami-Fort Lauderdale Area, United States

Overview

Justin Balik is the Co-Founder of Wealth InsurED, where he specializes in alternative investments, asset protection, and tax minimization for high-net-worth individuals. A 2012 University of Miami graduate, he leverages his background in Neuroscience to understand client behavior and optimize financial decision-making, quickly rising from an agent to a national leader.

Outside of his firm, Justin often collaborates professionally with his wife, Sydney, with whom he conducts nationwide training sessions and recently welcomed a child. He is passionate about entrepreneurship, personal accountability, and maintaining a growth mindset, which are frequent themes in his public communications and professional coaching.

Unique fact: Justin and his wife are launching their own podcast called the "Get Paid Cast" to discuss entrepreneurship, money, and building wealth.

Personality Overview

Consummate Professional

Dynamic But Sincere

Long-Term Thinker

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Alternative Investments
His expertise is centered on helping clients achieve their financial goals through alternative investments and asset protection strategies.
Tax Minimization
He specializes in managing substantial premium cases for high-net-worth clients, helping them with effective tax minimization strategies.
Behavioral Finance
He applies his Neuroscience degree from the University of Miami to understand the psychology behind client decision-making in finance.

Media Appearances

Justin has no verified media appearances

Work History

2-2023
Co-Founder at Wealth InsurED
2-2021
Co-Owner at Legacy Partners Financial Network
1-2013
CEO at Balik Financial

Education

2008 - 2012
Neuroscience from University of Miami

More Information

Social Presence :

Prographics :

Exp : 12 Location : Miami-Fort Lauderdale Area, United States Job Level : Leadership Designation : Co-Founder at Wealth InsurED
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Insights For Selling To Justin

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • 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

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Justin 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 Justin

  • 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 Justin move?

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

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

You And Justin

Personality Compatibility


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