Nick Bishop

Associate Vice President at 49 Financial

📍 Austin, Texas, United States

Nick Bishop is an Associate Vice President at 49 Financial, focusing on holistic financial planning for families and business owners, including investment management and retirement strategies. He leverages a background in Industrial Distribution from Texas A&M University, where he also earned the Deans Honor Award for his academic performance.

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Experience

8 Years

Current Role

Associate Vice President

Job Level

Senior

Location

Austin, Texas, United States

Personality Overview

How Nick shows up

Communication Style

Decision Approach

Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Priorities

Topics Nick cares about

Holistic Financial Planning

His work at 49 Financial centers on providing comprehensive financial plans covering investment management, retirement, and estate planning.

Leadership Development

He is passionate about mentoring and developing leadership skills, a focus honed during his time leading a large student organization.

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Career

Work history

1-2022

Associate Vice President

49 Financial

3-2020 - 1-2022

Associate

49 Financial

11-2017 - 3-2020

Associate

49 Financial at AXA Advisors

5-2017 - 11-2017

President, Student Project Director

Student Mobilization

In the press

Media appearances

No media yetWe could not find public media appearances for this person.

Education

Bachelor’s Degree

Texas A&M University

Social presence

Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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Selling to Nick?

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How to run the call and the meeting
His cold-calling profile and exact script
How to write an email that lands
How to negotiate and close

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During a call or a meeting

Give them the opportunity to lead the conversation where possible

DON'T

Don’t be excessively objective, be like a storyteller with them

Refer to interesting customer testimonials and stress on great customer experience

Reveal the full meeting playbookFree. 10 seconds.

When cold calling

Pattern Interrupt: Informal style, where you are talking in a friendly & casual manner, with a big smile on makes them want to speak to you.

Pace: Don't be too fast or too slow, stay in the middle. Sound like a 'brings happiness to others' person.

Reveal the cold-call scriptFree. 10 seconds.

When writing an email

Subject: Personalized, catchy

Length of mail: Long

Salutation: Yes (Something casual). Greeting: Yes (Say something interesting/unusual). Tone of words: Friendly, first-person. Bullet points: Avoid. Closing line: Build excitement. Complimentary close: Unique, pleasant. Overall messaging: Focused on the person and relationship

Reveal the full email formulaFree. 10 seconds.

Negotiating and closing

The secret to closing Nick fast: Relationships and rapport matter to them, but so does the value of the product.

How fast will Nick move? They are not the ones to make fast decisions, even while they stay committed.

Reveal the closing strategyFree. 10 seconds.

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