William Katz

Examiner
DISC Type : sc

Financial Representative at WMK & Associates, LLC

New York City Metropolitan Area, United States

Overview

William Katz is a leading Financial Representative at National Financial Network, specializing in financial and estate planning for physicians. A graduate of Syracuse University with a BS in Economics, he is recognized as a top producer. His career, which began in 1991, is marked by significant industry achievements.

Based on his professional focus, William appears passionate about helping families secure their financial future. His communications suggest a strong belief in the value of seeking professional guidance to navigate complex financial decisions and ensure long-term stability for loved ones.

He was elected President of the Guardian Executive Committee for the 2009–2010 term, a once-in-a-lifetime honor within the company.

Personality Overview

Overcautious

Unexpressive

Late Adopter

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. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Physician Financial Planning
He specializes in working with the medical community and has over two hundred clients in the field.
Estate & Legacy Planning
His career since 1991 has been focused on the insurance, financial, and estate planning industry.
Insurance Strategies
He is a Financial Representative for The Guardian Life Insurance Company of America, a leading insurance firm.

Media Appearances

William has no verified media appearances

Work History

1-2000
Financial Representative at WMK & Associates, LLC
1-1991
Financial Representative at National Financial Network, LLC

Education

1988 - 1991
BA from Syracuse University

More Information

Social Presence :

Prographics :

Exp : 34 Location : New York City Metropolitan Area, United States Job Level : Junior Designation : Financial Representative at WMK & Associates, LLC
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • 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
  • Be firm in your communication and stay in control

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • 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 William is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from William

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

Insights For Deal Planning

    How fast (or slow) will William move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can William take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And William

Personality Compatibility


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