Levi Clock

Researcher
DISC Type : Cs

Founder at IdEA Entrepreneur Academy

Lawrence, Kansas, United States

Overview

Levi Clock is the Principal at Clockwork Financial, where he specializes in creating tax-efficient wealth strategies for successful real estate investors. Drawing on his financial planning education from the University of Missouri-Kansas City, he helps clients significantly increase their passive income. He is often described as knowledgeable, ethical, and passionate about his clients success.

Growing up surrounded by real estate and investment businesses fueled his interest in why some people build extraordinary wealth. This passion extends to holistic success, leading him to found an entrepreneur academy. He is an admirer of personal development figures like Tony Robbins.

Levi authored a publication titled "Education Parallel: Key to Prevention in Building Wellness and Wealth. "

Personality Overview

ROI Seeker

Cost Conscious

Soft Communicator

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Wealth Strategy
His entire practice is built around showing successful investors how to double or triple their passive income without increasing risk or taxes.
Entrepreneurial Success
He founded the IdEA Entrepreneur Academy, which is dedicated to the "entire life success of an Entrepreneur, " not just their financial challenges.
Infinite Banking
Recommendations highlight his deep knowledge of the Infinite Banking Concept, which uses dividend-paying life insurance as a powerful financial tool.

Media Appearances

Levi has no verified media appearances

Work History

11-2010
Founder at IdEA Entrepreneur Academy
1-2004 - 1-2007
Financial Advisor at New York Life Insurance Company
5-2001 - 6-2004
Agent & Field Trainer at Bankers Life and Casualty Company
11-1999
Principal at Clockwork Financial
11-1999 - 5-2001
Agent at American Income Life Insurance Company

Education

2006 - 2006
Certificate in Financial Planning from University of Missouri-Kansas City
1997 - 1998
Psychology from JCCC

More Information

Social Presence :

Prographics :

Exp : 22 Location : Lawrence, Kansas, United States Job Level : Senior Designation : Founder at IdEA Entrepreneur Academy
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Insights For Selling To Levi

During A Call Or A Meeting

DO's

  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself

DONT's

  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Levi is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Levi

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Levi move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Levi take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Levi

Personality Compatibility


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