Scott Eckart, MBA, CEPA, CFBS

Examiner
DISC Type : cs

Wealth Advisor at WestPoint Private Client Group

Indianapolis, Indiana, United States

Overview

Scott Eckart is a Lead Advisor at WestPoint Private Client Group, specializing in wealth and estate strategies for entrepreneurs. A University of Redlands MBA graduate and Certified Exit Planning Advisor, he focuses on helping clients design and implement comprehensive financial blueprints for their future.

Originally from the St. Louis area, Scott now resides in Fishers, Indiana, with his wife and four children. He is an avid golfer and enjoys spending his personal time outdoors with his family, balancing his professional commitments with a strong focus on family life.

He holds the specialized designation of Certified Family Business Specialist (CFBS).

Personality Overview

Process Oriented

Unexpressive

Status Quo Seeker

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach.

Topics They Care About

Exit & Succession Planning
As a Certified Exit Planning Advisor (CEPA), his work is centered on creating long-term strategies for business owners to transition out of their companies successfully.
Family Business Advising
He holds a Certified Family Business Specialist (CFBS) designation, showing a specialized focus on the unique financial challenges and dynamics of family-owned enterprises.
Small Business Finances
He frequently shares insights on how small business owners can avoid common financial mistakes, indicating a focus on their overall profitability and long-term health.

Media Appearances

Scott Eckart, MBA - WestPoint Private Client Group. Featured in WestPoint Private Client Group

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Work History

5-2002
Wealth Advisor at WestPoint Private Client Group
2002
Owner, Financial Planner, Wealth Manager, Certified Exit Planning Advisor at WestPoint Private Client Group
9-1998 - 9-2001
Vice President of Education and Training at The Legacy Companies

Education

1991 - 1993
MBA from University of Redlands
1981 - 1985
Education details unavailable from University of Missouri-Columbia

More Information

Social Presence :

Prographics :

Exp : 27 Location : Indianapolis, Indiana, United States Job Level : Middle Designation : Wealth Advisor at WestPoint Private Client Group
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Insights For Selling To Scott

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Scott

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Scott move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Scott take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Scott

Personality Compatibility


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