William Griffioen

Enthusiast
DISC Type : i

Principal & Founder at Elite Focus Private Wealth, LLC

Chicago, Illinois, United States

Overview

Bill Griffioen is the Principal and Founder of Elite Focus Private Wealth, where he specializes in creating wealth management solutions for high-net-worth clients. He holds both the CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Fiduciary Advisor (CTFA) designations, complemented by an MBA from DePaul University.

He maintains a connection to his alma maters, Calvin College and DePaul University, where he earned his B. A. and M. B. A. , respectively. This academic background forms the foundation of his extensive career in wealth management, which has included roles at Wells Fargo Advisors and Merrill Lynch.

Bill is one of a select group of financial professionals to hold the dual certifications of CFP® and CTFA, giving him specialized expertise in trust and estate advisory.

Personality Overview

Amiable & Agreeable

Optimistic

Consensus Focused

They are generally friendly, so be careful when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

High-Net-Worth Wealth Management
As the founder of his firm, he is exclusively focused on providing wealth management solutions for elite high-net-worth individuals, families, and institutional clients.
Fiduciary & Trust Services
His Certified Trust and Fiduciary Advisor (CTFA) designation indicates a deep expertise and focus on trust management and fiduciary responsibilities for his clients.
Investment Management
His career history at firms like Wells Fargo and Merrill Lynch involved providing both discretionary and non-discretionary investment management services.

Media Appearances

William has no verified media appearances

Work History

1-2015
Principal & Founder at Elite Focus Private Wealth, LLC
7-2012 - 1-2015
Financial Advisor at Wells Fargo Advisors
6-2010 - 7-2012
Financial Advisor at Merrill Lynch Wealth Management
10-2009 - 7-2010
Vice President - Investments at Chicago Investment Group, LLC
4-2008 - 9-2009
Financial Advisor at UBS Wealth Management

Education

2000 - 2002
Master of Business Administration (M.B.A.) from DePaul University, Kellstadt Graduate School of Business, Chicago, IL
1989 - 1993
Bachelor of Arts (B.A.) from Calvin College, Grand Rapids, MI

More Information

Social Presence :

Prographics :

Exp : 28 Location : Chicago, Illinois, United States Job Level : Leadership Designation : Principal & Founder at Elite Focus Private Wealth, LLC
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Compliment them about their personality if you get a chance
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from William

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will William move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can William take some risk or not?

  • They can take some low-probability risks if needed.

You And William

Personality Compatibility


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