LaToya Williams

Questioner
DISC Type : c

Chief Revenue Officer (CRO) at BeyondWill

Greater Indianapolis, United States

Overview

LaToya Williams is a legacy planning strategist and executive with over two decades of experience in financial services. She empowers financial advisors and institutions by simplifying estate documentation to create generational impact. She holds a Master of Science from Grand Canyon University and is a Certified Exit Planning Advisor (CEPA).

Outside of work, LaToya is deeply committed to her community in Indianapolis. She serves as a board member for both the Madam Walker Legacy Center, which preserves a vital cultural landmark, and TeenWorks, an organization focused on youth empowerment and professional development.

After her 46th birthday, she shared a video embracing a more authentic and playful side of herself that she previously kept hidden at work.

Personality Overview

Cautious & Analytical

Not Easily Convinced

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to do thorough analysis of any situation. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Legacy & Estate Planning
Her entire career is focused on this, and she speaks nationally on topics like "Estate Planning Mastery" to help advisors protect their clients' wealth and legacies.
Youth Empowerment
Demonstrates a clear passion for helping the next generation by serving on the boards of organizations like TeenWorks and the Sankofa School of Success.
Community Advocacy
Actively serves as a board member for the Madam Walker Legacy Center, showing a commitment to preserving Indianapolis's cultural heritage and empowering her community.

Media Appearances

LaToya has no verified media appearances

Work History

5-2025
Chief Revenue Officer (CRO) at BeyondWill
4-2021 - 5-2025
Vice President of Wealth Management at Old National Bank
7-2020 - 4-2021
Relationship Manager at Principal Financial Group
9-2016 - 7-2020
Retirement Education Consultant at Principal Financial Group
6-2013 - 12-2015
Retirement Plan Consultant at Transamerica

Education

2019 - 2021
Master of Science - MS from Grand Canyon University
Bachelor's degree from Indiana State University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater Indianapolis, United States Job Level : Leadership Designation : Chief Revenue Officer (CRO) at BeyondWill
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Insights For Selling To LaToya

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with LaToya is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from LaToya

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will LaToya move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can LaToya take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And LaToya

Personality Compatibility


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