Will Stapp

Examiner
DISC Type : cs

Financial Advisor at Tax Favored Benefits, Inc.

Kansas City Metropolitan Area, United States

Overview

Will Stapp is a Financial Advisor at Tax Favored Benefits, Inc. and a graduate of The University of Kansas School of Business. Previously, he excelled in business development for the collegiate athletics sector, generating over $22 million in new opportunities and holds a Series 65 registration.

Outside of work, Will is engaged in his community, supporting organizations like the American Royal. He enjoys spending his free time outdoors with family and friends, with hobbies that include golfing, hunting, and fishing.

In a previous role, he successfully generated over $22 million in new business opportunities in just a year and a half.

Personality Overview

Late Adopter

Overcautious

Unexpressive

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Collegiate Athletics
His professional background includes overseeing business opportunities in collegiate athletics, where he built relationships with senior executives and generated substantial revenue.
Business Development
Demonstrated a strong track record by generating over $22 million in new business opportunities in a prior role at Dimensional Innovations.
Financial Planning
As a Financial Advisor holding a Series 65 registration, he is focused on simplifying retirement and personal finance for his clients.

Media Appearances

Will has no verified media appearances

Work History

12-2024
Financial Advisor at Tax Favored Benefits, Inc.
6-2023 - 12-2024
Client Development Representative at Dimensional Innovations
11-2022 - 5-2023
Bartender at Jayhawk Cafe

Education

Education details unavailable from The University of Kansas
International Marketing from John Cabot University

More Information

Social Presence :

Prographics :

Exp : 3 Location : Kansas City Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor at Tax Favored Benefits, Inc.
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Insights For Selling To Will

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Will 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 Will

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Will move?

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

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

You And Will

Personality Compatibility


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