Mason Goynes, CFP®

Evaluator
DISC Type : Csd

Wealth Advisor at Gregory Ricks & Associates

New Orleans, Louisiana, United States

Overview

Mason Goynes is a Wealth Advisor at Gregory Ricks & Associates, holding both a Bachelors degree and an MBA in Finance from Louisiana State University. He is a CERTIFIED FINANCIAL PLANNER™ professional with FINRA Series 7 and 66 licenses, specializing in comprehensive financial planning and investment management.

He is a New Orleans-based professional whose interests include major financial firms like J. P. Morgan and Deloitte. A key theme in his professional communication is the importance of preparedness for lifes financial eventualities.

Unique fact: Mason completed the rigorous CFP Board-Registered Program while he was still an undergraduate at LSU.

Personality Overview

Thorough Evaluator

Quality Focused

Fast But Analytical

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Comprehensive Financial Planning
He specializes in creating holistic financial plans for a wide range of clients including businesses, families, professionals, and retirees.
Investment Management
He holds FINRA Series 7 and 66 licenses and leverages his Master's in Business Administration to manage client investments.
Financial Preparedness
He has emphasized the importance of being prepared, using hashtags like "#preparedness" in his communications to underscore this financial principle.

Media Appearances

Mason has no verified media appearances

Work History

6-2022
Wealth Advisor at Gregory Ricks & Associates
4-2021 - 6-2022
Financial Planner at Lincoln Financial Group
9-2016 - 9-2020
Financial Services Associate for The Shobe Financial Group at The Shobe Financial Group

Education

2014 - 2018
Bachelor’s Degree from Louisiana State University
2020 - 2021
Master of Business Administration - MBA from Louisiana State University

More Information

Social Presence :

Prographics :

Exp : 8 Location : New Orleans, Louisiana, United States Job Level : N/A Designation : Wealth Advisor at Gregory Ricks & Associates
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Insights For Selling To Mason

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mason is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Mason

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Mason move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Mason take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Mason

Personality Compatibility


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