Walker Person

Examiner
DISC Type : cs

VP, Firm Development at Lion Street

Austin, Texas, United States

Overview

Walker Person is the SVP of Firm Development at Lion Street, where he leverages over a decade of experience to support financial advisors nationally. He specializes in creating sophisticated insurance and wealth strategies for high-net-worth individuals and business owners. He holds a bachelors degree from Fort Lewis College with a double major in Marketing and Finance.

He holds FINRA Series 7, 63, and 65 licenses and is currently studying for his Certified Financial Planner (CFP) designation.

Personality Overview

Process Oriented

Status Quo Seeker

Unexpressive

Being observant comes to them naturally.  They are always well-planned and adopt a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Advisor Development
His role centers on selecting, supporting, and providing resources to industry-leading financial advisors to help them grow their independent firms.
High-Net-Worth Solutions
He specializes in designing and implementing sophisticated insurance and wealth management solutions for affluent individuals, business owners, and corporate clients.
Firm Ownership Models
He works within Lion Street's unique structure where financial advisors become equity owners, giving them a stake in the company's governance and success.

Media Appearances

Walker has no verified media appearances

Work History

1-2020
VP, Firm Development at Lion Street
6-2018 - 1-2020
Product Analyst & Case Design at Lion Street
6-2014 - 6-2018
Account Manager-- Broker Dealer & Independents at VIP Insurance (Volente Insurance Partners)
8-2011 - 7-2014
Registered Representative, Investment Advisor Representative at New England Securities at New England Financial
1-2011 - 5-2011
Intern at Alpine Home Health

Education

2007 - 2011
BA from Fort Lewis College
Education details unavailable from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 14 Location : Austin, Texas, United States Job Level : Senior Designation : VP, Firm Development at Lion Street
URL has been copied!

Insights For Selling To Walker

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
  • Expect them to be slow and cautious, encourage them to ask more questions
  • 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 push them too hard to make fast decisions, give them time
  • 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 Walker is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Walker

  • 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 Walker move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Walker take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Walker

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.