William J. Small LUTCF
Evaluator · DISC type DscWilliam J. Small is a Holistic Wealth Advisor at Holistic Wealth Planning TM, specializing in comprehensive retirement and estate planning. With over 32 years of experience, he focuses on providing retirees and soon-to-be retirees with financial confidence and peace of mind through services like life insurance and 401(k) rollovers. He holds the LUTCF designation.
Based on his social media activity, William appears to value positivity and personal well-being. He shares content that promotes principles like peace, kindness, and love, which aligns with the holistic approach he takes in his professional practice, aiming to give clients confidence and security.
With more than three decades in the industry, he has dedicated his entire career to helping clients achieve their ideal retirement.
Read the full overview →How William shows up
They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical
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DISC profile (public)
Dominance (D)
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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