Troy Allen, Principal/Partner

Evaluator
DISC Type : DSC

Partner at Sypress Financial

Greater Savannah Area, United States

Overview

Troy Allen is a Principal and owner at Sypress Financial, where he specializes in large-scale life insurance planning for affluent families and business owners. With a career starting in 2007 and a Bachelor of Business Administration from Georgia Southern University, he provides expert financial strategies to his clients.

A lifelong resident of his community, Troy is deeply involved in local leadership. He is the President of the Rotary Club of Effingham County Sunrise and serves on the board of the Effingham County Chamber of Commerce. He and his wife, Jinci, are raising their three children locally.

Troy is concurrently the President of his local Rotary Club and a board member for the Chamber of Commerce, showcasing significant community commitment.

Personality Overview

Hard To Convince

Fast But Analytical

Thorough Evaluator

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Wealth Preservation
He specializes in large life insurance planning for wealthy families, focusing on securing their financial legacy and protecting assets for the future.
Community Leadership
Demonstrates a strong commitment to his local area by serving as President of the Rotary Club and as a board member for the Chamber of Commerce.
Business Succession
[Predicted] His work with business owners on large-scale financial planning likely involves strategies for transitioning ownership and ensuring business continuity.

Media Appearances

Troy has no verified media appearances

Work History

2-2023
Partner at Sypress Financial
3-2019
Principal, CFO Southern Oak Advisory at Southern Oak Advisory
3-2019
Owner at Lion Street
1-2008
Principal/Partner at Southern Oak Partners
10-2013 - 3-2019
Financial Services Professional at GFG STRATEGIC ADVISORS

Education

1998 - 2002
Bachelor of Business Administration (B.B.A.) from Georgia Southern University
Education details unavailable from Effingham County High school

More Information

Social Presence :

Prographics :

Exp : 18 Location : Greater Savannah Area, United States Job Level : Leadership Designation : Partner at Sypress Financial
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Insights For Selling To Troy

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Troy is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Troy

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Troy move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Troy take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Troy

Personality Compatibility


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