Tom Bishop

Examiner
DISC Type : cs

President at The Bishop Company, LLC

Greater Boston, United States

Overview

Tom Bishop is the President and founder of The Bishop Company, LLC, with over four decades of experience as a Licensed Insurance Advisor. A graduate of Babson College, he holds Chartered Life Underwriter (CLU) and Accredited Estate Planner (AEP) designations, specializing in simplifying complex insurance concepts for clients and their advisors.

Outside of work, Tom is a devoted, hands-on grandfather who lives in Manchester, MA with his wife. He is an avid fly fisherman and golfer, enjoying these recreational pursuits in his personal time.

He is a member of the Forum 400, an exclusive, invitation-only organization for the most elite life insurance professionals in the nation.

Personality Overview

Status Quo Seeker

Process Oriented

Overcautious

They are always well-planned and adopt a systematic approach.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Life Insurance Strategy
He has dedicated his career to simplifying complex life insurance concepts for families, executives, and business owners to help them pursue their financial goals.
Estate Planning
As an Accredited Estate Planner (AEP), he is a past president and active member of the Boston Estate Planning Council, showing deep expertise in this area.
Client Education
A core part of his professional philosophy is ensuring clients and their advisors understand complex insurance topics to make confident financial decisions.

Media Appearances

Tom has no verified media appearances

Work History

8-1978
President at The Bishop Company, LLC

Education

9-1966 - 6-1970
Bachelors from Babson College
1964 - 1966
Education details unavailable from Valley Forge Military Academy

More Information

Social Presence :

Prographics :

Exp : 47 Location : Greater Boston, United States Job Level : N/A Designation : President at The Bishop Company, LLC
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Insights For Selling To Tom

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tom 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 Tom

  • 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 Tom move?

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

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

You And Tom

Personality Compatibility


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