Tyler Young

Commander
DISC Type : D

Financial Services Professional at Innovative Wealth Strategies, LLC

Lovelady, Texas, United States

Overview

Tyler Young is a Financial Advisor at Innovative Wealth Strategies, providing comprehensive financial, insurance, and investment services to individuals and businesses. An alumnus of Sam Houston State University, he is also affiliated with New York Life and Eagle Strategies LLC. He was recently named to the Forbes 2025 list of Top Financial Security Professionals.

Tyler was recognized by Forbes as one of the Best-In-State Top Financial Security Professionals for 2025.

Personality Overview

Impact-Driven

Decisive

Very Quick

They are less concerned about the product and more about its potential impact.  They prefer to move quickly, and expect the same from others. They do not care very much about building rapport or relationships.

Topics They Care About

Wealth Transfer
He emphasizes the importance of preparing the next generation to manage inherited assets wisely, highlighting the need for early and open family planning.
Retirement Planning
Advocates that retirement is a new chapter that requires a distinct financial plan to protect and enjoy the life one has built.
Personalized Investing
Focuses on understanding a client's unique "investor profile, " which connects their goals and risk comfort level to their investment strategy.

Media Appearances

Our Team – Tyler Young – Innovative Wealth Strategies (Lovelady, TX). Featured in Innovative Wealth Strategies, LLC

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Tyler Young – Video Resources. Featured in Innovative Wealth Strategies, LLC

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Work History

2-2022
Financial Services Professional at Innovative Wealth Strategies, LLC
9-2016
Financial Services Professional at NYLIFE Securities LLC
9-2016
Licensed Agent at New York Life Insurance Company
9-2010 - 8-2016
Managing Partner at Modern Woodmen of America
2-2009 - 9-2010
Owner/Operator at Willis Express

Education

Education details unavailable from Sam Houston State University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Lovelady, Texas, United States Job Level : N/A Designation : Financial Services Professional at Innovative Wealth Strategies, LLC
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Insights For Selling To Tyler

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Objectively showcase the impact that your product creates

DONT's

  • Do not spend too much time focusing on product tech or features
  • Don’t be in a rush to invite them for a social meet and greet
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tyler is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Tyler

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Tyler move?

  • If convinced, they can reach decisions quite fast.
  • Can Tyler take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Tyler

Personality Compatibility


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