T.J. McCance, CLU®, CLTC®

Examiner
DISC Type : sc

Senior Vice President / Financial Advisor / Branch Manager at Baird

Butler, Pennsylvania, United States

Overview

T. J. McCance is a Senior Vice President, Financial Advisor, and Branch Manager at Baird, where he co-leads The Schnur McCance Group. He specializes in creating comprehensive financial plans for families, focusing on income strategies, wealth building, and risk mitigation. He holds an MBA from PennWest Clarion and CLU® and CLTC® designations.

Outside of work, T. J. is active in his local community, serving on the Board of Directors for the Butler County Chamber of Commerce. He enjoys spending time with his wife and their two children. His personal interests include golfing and various other outdoor activities.

He authored a publication exploring his philosophy that time, not money, is the most precious commodity, and wealth should be managed as a means to an end.

Personality Overview

Late Adopter

Tough To Convince

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  They tend to be clear about their needs and limitations and are unlikely to promise too much. They are thorough and always follow a systematic approach.

Topics They Care About

Holistic Financial Planning
His practice focuses on creating unique financial plans covering estate, tax, extended care, and risk mitigation strategies for families.
Strategic Philanthropy
He actively promotes strategic and tax-efficient approaches to charitable giving, aligning financial plans with philanthropic goals.
Market & Economic Analysis
Frequently shares insights from Strategas on topics like corporate earnings, interest rates, and the geopolitical landscape.

Media Appearances

T.J. has no verified media appearances

Work History

1-2024
Senior Vice President / Financial Advisor / Branch Manager at Baird
10-2022 - 1-2024
Senior Vice President / Financial Advisor / Associate Branch Manager at Baird
12-2021 - 10-2022
Senior Vice President at HEFREN-TILLOTSON, INC.
6-2013 - 10-2022
Financial Advisor at HEFREN-TILLOTSON, INC.
11-2019 - 12-2021
Vice President at HEFREN-TILLOTSON, INC.

Education

2006 - 2008
Master of Business Administration (MBA) from PennWest Clarion
2002 - 2006
Bachelor of Science (B.S.) from PennWest Clarion

More Information

Social Presence :

Prographics :

Exp : 12 Location : Butler, Pennsylvania, United States Job Level : Leadership Designation : Senior Vice President / Financial Advisor / Branch Manager at Baird
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Insights For Selling To T.J.

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with T.J. is

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

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will T.J. move?

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

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

You And T.J.

Personality Compatibility


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