Stacy Burgau

Doer
DISC Type : ds

Founder at Generations Wealth Strategies LLC

Black River Falls, Wisconsin, United States

Overview

Stacy Burgau is the founder of Generations Wealth Strategies, a firm with a unique focus on providing financial services to Wisconsins cranberry growers and agricultural professionals. With over two decades of experience, she was named a Top Best-in-State Financial Security Professional by Forbes.

Stacy is actively involved in her community of Black River Falls, WI. Alongside her husband, Al, she supports local organizations, including Interfaith Volunteers and the Jackson County Farmers Market, demonstrating a commitment to local well-being.

She is an associate member of the Wisconsin State Cranberry Growers Association, reflecting her deep integration into the community she serves.

Personality Overview

Strategic Planner

Deliberate Doer

Results Focused

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Agricultural Finance
Specializes in creating financial strategies for cranberry growers and farmers, understanding the unique challenges and opportunities within the agriculture industry.
Generational Wealth
Her firm focuses on helping family businesses, particularly farms and marshes, protect their legacies and transfer wealth across multiple generations.
Legacy Planning
Emphasizes that a family's legacy involves relationships as much as money, helping clients prepare their families emotionally and financially for business succession.

Media Appearances

Stacy has no verified media appearances

Work History

8-2021
Founder at Generations Wealth Strategies LLC
4-2002
Financial Services Professional at NYLIFE Securities LLC
11-2001
Agent at New York Life Insurance Company

Education

Stacy has no verified education history

More Information

Social Presence :

Prographics :

Exp : 24 Location : Black River Falls, Wisconsin, United States Job Level : Leadership Designation : Founder at Generations Wealth Strategies LLC
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Insights For Selling To Stacy

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stacy is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Stacy

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Stacy move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Stacy take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Stacy

Personality Compatibility


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