Tim Patterson

Doer
DISC Type : sd

Dallas Divisional Director at Feliciano Financial Group

Flower Mound, Texas, United States

Overview

Tim Patterson is the Dallas Divisional Director for Feliciano Financial Group, where he has advised pre-retirees, business owners, and corporate executives since 2007. He leverages his background as a former representative for New York Life to help clients in the Dallas/Fort Worth area achieve their financial goals.

Beyond his financial practice, Tim is a certified business and personal coach. He is passionate about working with individuals and groups, helping them identify whats important, define their objectives, and bridge the gap between their present circumstances and future aspirations.

He uniquely combines financial advising with certified personal and business coaching to offer clients holistic goal achievement strategies.

Personality Overview

Risk-Accepting

Long-term Focused

Deliberate Doer

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Retirement Planning
Specializes in working with pre-retirees and retirees to help them prepare for their financial future.
Business Owner Finance
Advises business owners and corporate executives, indicating expertise in their specific financial challenges and opportunities.
Personal Coaching
As a certified personal coach, he is dedicated to helping individuals identify and achieve their life goals and dreams.

Media Appearances

Tim has no verified media appearances

Work History

11-2007
Dallas Divisional Director at Feliciano Financial Group

Education

1976 - 1979
Education details unavailable from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 18 Location : Flower Mound, Texas, United States Job Level : Mid-senior Designation : Dallas Divisional Director at Feliciano Financial Group
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Insights For Selling To Tim

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tim 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 Tim

  • 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 Tim move?

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

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

You And Tim

Personality Compatibility


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