William Knox

Enthusiast
DISC Type : i

Senior Operations Specialist at Lion Street

United States

Overview

William Knox is a Senior Operations Specialist at Lion Street, with a background in supporting financial representatives and managing client accounts at NFP. He holds a FINRA Series 7 certification and earned his Bachelors degree from Texas Tech University, specializing in brokerage account services and operational compliance throughout his career.

William maintains a strong connection to his alma mater, Texas Tech University. His professional focus has been centered within the financial services distribution and wealth management sectors in Austin, Texas.

He holds a FINRA Series 7 license, a key qualification for professionals in the securities industry.

Personality Overview

Story Driven

Amiable & Agreeable

Non-Confrontational

They are generally friendly, so be careful when relying on their word.  They are more about building relationships than just cutting deals. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Financial Operations
His career progression from specialist to senior specialist at Lion Street and NFP highlights his focus on operational efficiency and support in financial services.
Wealth Management Support
Previously responsible for establishing and maintaining retirement and retail accounts for wealth management clients, indicating expertise in this area.
FINRA Compliance
Holds a Series 7 certification and has experience helping financial representatives comply with FINRA requirements.

Media Appearances

William has no verified media appearances

Work History

3-2019
Senior Operations Specialist at Lion Street
8-2015 - 3-2019
Operations Specialist at Lion Street
3-2015 - 8-2015
Senior Operations Support Specialist at NFP Advisor Services
2-2014 - 3-2015
Operations Support Specialist at NFP
2-2012 - 2-2014
Brokerage Account Services at NFP

Education

2003 - 2009
Bachelor's from Texas Tech University

More Information

Social Presence :

Prographics :

Exp : N/A Location : United States Job Level : N/A Designation : Senior Operations Specialist at Lion Street
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Ask them how their day is going or exchange some other pleasantries
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William is

  • Relationships and rapport matter to them, but so does the value of the product.
  • 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?

  • If it seems really necessary, they can take small risks.

You And William

Personality Compatibility


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