Kevin R Clapham, CFP®, CLU®,

Examiner
DISC Type : cs

Owner at Momentum Capital Group, LLC at MOMENTUM CAPITAL GROUP, LLC

Sheridan, Wyoming, United States

Overview

Kevin is the founder of Momentum Capital Group, a firm he established after beginning his financial services career in 2007. A graduate of the University of Northern Colorado, he is a holistic financial planner specializing in protecting and maximizing business and family wealth for future generations. He holds CLU® and ChFC® certifications.

A Colorado native, Kevin is a family man who enjoys spending his free time with his wife, Anita, and their two sons. They are an active family, often found golfing, fly fishing, or traveling together. On football Sundays, his household is dedicated to cheering for the Denver Broncos.

He is passionate about community impact, believing that small, consistent acts of service can create significant positive change.

Personality Overview

Tough To Convince

Late Adopter

Status Quo Seeker

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Topics They Care About

Holistic Financial Planning
His practice focuses on crystallizing a client's best ideas to create momentum for their business, wealth, and family across generations.
Family Wealth Protection
A core focus of his work is ensuring the financial well-being and protection of his clients' families for the long term.
Community Service
He is actively involved in his community through his son's Cub Scout troop, his local church, and fundraising for local charities.

Media Appearances

Kevin has no verified media appearances

Work History

10-2007
Owner at Momentum Capital Group, LLC at MOMENTUM CAPITAL GROUP, LLC

Education

1999 - 2003
Bachelors of Science from University of Northern Colorado

More Information

Social Presence :

Prographics :

Exp : 18 Location : Sheridan, Wyoming, United States Job Level : N/A Designation : Owner at Momentum Capital Group, LLC at MOMENTUM CAPITAL GROUP, LLC
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Insights For Selling To Kevin R

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin R is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kevin R

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Kevin R move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Kevin R take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Kevin R

Personality Compatibility


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