William Green, CFP®

Questioner
DISC Type : c

President at MillCreek Financial Consultants

Tallahassee Metropolitan Area, United States

Overview

William Green is the President and founder of MillCreek Financial Consultants, a firm he established in 2015 to eliminate financial anxiety for clients. A Certified Financial Planner® and Florida State University graduate, he focuses on holistic financial planning and protection-first strategies, particularly for business owners in the Tallahassee area.

Deeply rooted in the Tallahassee community, William serves as a Trustee for the TMH Foundation and is an active member of the Greater Tallahassee Chamber of Commerce. He frequently speaks at local business events and engages with community leaders to foster local economic growth and support nonprofit initiatives.

He founded his firm with the specific mission to help people make better decisions by providing financial education, transparency, and a holistic understanding of their assets.

Personality Overview

Price-Sensitive

Value Seeker

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Succession Planning
He is a frequent speaker and panelist on succession planning for small business owners, including at events for the Jim Moran Institute.
Holistic Financial Advice
His firm's philosophy centers on eliminating financial anxiety by building relationships rooted in education, validation, and transparency, rather than just selling products.
Market Commentary
Regularly posts analysis on market trends, including specific indices like the S&P 500 and Nasdaq, job reports, and major corporate acquisitions.

Media Appearances

William has no verified media appearances

Work History

7-2000
President at MillCreek Financial Consultants
9-1997 - 7-2000
Assistant Vice President - Business Banking at Capital City Bank Group, Inc.

Education

1992 - 1996
BS from Florida State University - College of Business

More Information

Social Presence :

Prographics :

Exp : 28 Location : Tallahassee Metropolitan Area, United States Job Level : N/A Designation : President at MillCreek Financial Consultants
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Back up any claims with data and numbers
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from William

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will William move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can William take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And William

Personality Compatibility


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