Luke Britt, CLU® RICP®

Inquirer
DISC Type : cd

Partner at Carr, Riggs & Ingram

Dallas, Texas, United States

Overview

Luke Britt is a Partner at Carr, Riggs & Ingram and the Practice Director of Advanced Planning for Level Four Financial. He specializes in creating complex tax, estate, and business succession plans for ultra-high-net-worth families and holds a Certified Exit Planning Advisor designation.


For three consecutive years, Forbes has named him a Best-in-State Top Financial Security Professional, ranking him #7 in Texas.

Personality Overview

ROI Conscious

Judgemental

Upfront

They respond well to confident salespeople.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

Integrated Estate Planning
He authored a Forbes article on a better approach to estate planning, a core focus of his practice for high-net-worth families and business owners.
Business Exit Planning
As a Certified Exit Planning Advisor (CEPA), he specializes in creating sophisticated exit and succession strategies for owners of closely held businesses.
Financial Security
He was named a Top Financial Security Professional by Forbes for three consecutive years, reflecting his focus on preserving wealth for families.

Media Appearances

Luke has no verified media appearances

Work History

2-2022
Partner at Carr, Riggs & Ingram
1-2021
Practice Director - Advanced Planning at Level Four Financial
7-2016
Practice Director, Director of Advanced Planning at Level Four Financial
7-2016
Wealth Advisor at Level Four Financial
1-2012 - 8-2016
Owner & Financial Advisor at Assured Income Advisors

Education

2003 - 2008
BA from Criswell College

More Information

Social Presence :

Prographics :

Exp : 16 Location : Dallas, Texas, United States Job Level : Mid-senior Designation : Partner at Carr, Riggs & Ingram
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Insights For Selling To Luke

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Highlight the competitive differentiation of your product
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Luke is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Luke

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Luke move?

  • Their decision making speed is somewhere in the middle.
  • Can Luke take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Luke

Personality Compatibility


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