Thomas A. Haunty, CFP®

Examiner
DISC Type : cs

Co-Founder of the North Star Law Division at North Star Resource Group

Madison, Wisconsin, United States

Overview

Thomas Haunty is a Senior Partner at North Star Resource Group, providing financial services since 1982. A CERTIFIED FINANCIAL PLANNER™ and University of Wisconsin-Madison graduate, he co-founded the firms Law Division, specializing in wealth management for attorneys. He has authored a book and articles on finance for legal professionals.

Tom is a national speaker, motivating diverse groups on financial wellness. He is a recipient of the Evans College Scholarship for outstanding golf caddies, indicating a probable lifelong interest in golf. Tom is also a volunteer financial advisor for the American Bar Endowment, combining his professional expertise with community service.

He received the prestigious Evans Scholarship, a four-year college tuition and housing scholarship awarded to deserving golf caddies based on academics and character.

Personality Overview

Process Oriented

Tough To Convince

Unexpressive

Being observant comes to them naturally.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Retirement Planning
His communications show a focus on retirement savings strategies, Social Security's future, and legislative impacts like the Secure 2. 0 Act.
Attorneys' Financial Services
He co-founded a specialized Law Division within his firm and has authored a book specifically on financial planning for young lawyers.
Fee-Based Wealth Management
His practice is centered on providing advice-based, fee-based personal financial planning for individuals, families, and businesses.

Media Appearances

Thomas has no verified media appearances

Work History

9-2011
Co-Founder of the North Star Law Division at North Star Resource Group
9-1982
Financial Advisor at North Star Resource Group
9-1990
Senior Partner and Team Leader at North Star Resource Group - The Haunty Team

Education

1978 - 1985
BBA from Wisconsin School of Business

More Information

Social Presence :

Prographics :

Exp : 43 Location : Madison, Wisconsin, United States Job Level : Leadership Designation : Co-Founder of the North Star Law Division at North Star Resource Group
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Insights For Selling To Thomas A.

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
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas A. is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Thomas A.

  • 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 Thomas A. move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Thomas A. take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Thomas A.

Personality Compatibility


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