William J. Small LUTCF

Evaluator
DISC Type : Dsc

Holistic Wealth Advisor at Holistic Wealth Planning TM

Kure Beach, North Carolina, United States

Overview

William 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.

Personality Overview

Quality Focused

Thorough Evaluator

Hard To Convince

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

Topics They Care About

Retirement Confidence
His primary professional goal is to provide clients with peace of mind and confidence for their retirement years through comprehensive financial planning.
Holistic Planning
Emphasizes a holistic approach to wealth, integrating retirement and estate planning to ensure clients' financial and personal goals are met.
Financial Security
He is focused on creating personalized strategies that foster financial security, building on a foundation of trust and transparency with his clients.

Media Appearances

William has no verified media appearances

Work History

4-1993
Holistic Wealth Advisor at Holistic Wealth Planning TM

Education

1-2015 - 6-2015
Leadership in Life Institute (LILI) from NAIFA
2-1997 - 4-2007
LUTCF from American College of Education

More Information

Social Presence :

Prographics :

Exp : 32 Location : Kure Beach, North Carolina, United States Job Level : N/A Designation : Holistic Wealth Advisor at Holistic Wealth Planning TM
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Insights For Selling To William J.

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William J. is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from William J.

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will William J. move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can William J. take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And William J.

Personality Compatibility


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