Kyle Wardlaw

Energizer
DISC Type : I

President at Victory Financial Group

Austin, Texas, United States

Overview

Kyle Wardlaw is the President and CCO of Victory Financial Group, where he focuses on empowering independent advisors. With over 15 years in financial services, including a key leadership role at Lion Street Financial, he is an expert in wealth management and holds FINRA Series 7, 24, 53, and 66 licenses.

He is a graduate of Texas AM University with a degree in Finance. Public records indicate he resides in the Austin, Texas area with his family.

Unique fact: He holds the FINRA Series 53 license, qualifying him as a Municipal Securities Principal, a specialized designation in the industry.

Personality Overview

Believer

Big Picture Person

Full Of Energy

They are naturally enthusiastic, so take their promise with a pinch of salt.  They are not always early adopters but can be pursuaded by leveraging strong relationships. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Advisor Independence
He frequently posts about the benefits for advisors who transition to an independent model, emphasizing the clarity and freedom it provides.
Financial Advisor Equity
He champions a model where advisors have "real ownership" and "actual equity" in their firms, not just symbolic participation.
Supporting Advisor Growth
He is focused on providing independent advisors with the access, freedom, and flexibility needed to grow their businesses and better serve clients.

Media Appearances

Kyle Wardlaw, President at Victory Financial Group - The C‑SUITE .... Featured in YouTube

See Now

Work History

5-2023
President at Victory Financial Group
11-2018 - 5-2023
SVP, Distribution at Lion Street
1-2016 - 11-2018
VP, Investment Products & Advisory Services at Lion Street
Director of Firm Selection at Lion Street
Sales Supervisor at NFP

Education

Education details unavailable from Texas A&M University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Austin, Texas, United States Job Level : Mid-senior Designation : President at Victory Financial Group
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Insights For Selling To Kyle

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Be friendly and entertaining in your conversation
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid overloading them with too much detail
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kyle is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Kyle

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Kyle move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Kyle take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Kyle

Personality Compatibility


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