Yan Katz

Go-getter
DISC Type : d

Managing Partner | Financial Advisor at Hub Wealth Strategies @ The Bulfinch Group

Greater Boston, United States

Overview

Yan Katz is the Managing Partner and a Financial Advisor at Hub Wealth Strategies, specializing in comprehensive financial plans for business owners and professionals. His expertise lies in tax efficiency, cash flow optimization, and business succession strategies. He is a graduate of Babson College and focuses on creating sustainable retirement plans for his clients.

Outside of his professional life, Yan is a family man who enjoys spending his free time with his wife and two young children. He is also an avid golfer and skier, taking advantage of the recreational opportunities available in the New England area where he resides.

Unique fact: Yan was a recipient of the NAIFA Massachusetts "4 under 40" award in 2015, recognizing him as a top advisor.

Personality Overview

Fast-Paced

Direct & Candid

Decisive

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Business Exit Planning
His content consistently advises business owners on the importance of early-stage exit planning to maximize valuation, timing, and tax efficiency.
Cash Flow Optimization
His professional headline is "Maximizing Cash Flow Through Financial Strategy Consulting, " indicating this is a core focus of his advisory practice.
Wealth Management
He focuses on helping clients turn savings and assets into steady, predictable income streams to align with their long-term lifestyle goals.

Media Appearances

Yan has no verified media appearances

Work History

1-2019
Managing Partner | Financial Advisor at Hub Wealth Strategies @ The Bulfinch Group
4-2009
Financial Representative at The Bulfinch Group
3-2006 - 12-2009
Co-Founder at Motak Asset Management LLC
10-2006 - 2-2008
Territory Manager at Praxair Healthcare
2-2004 - 10-2006
Sr Pharmaceutical Rep at GSK

Education

1996 - 2000
BS from Babson College

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Boston, United States Job Level : Junior Designation : Managing Partner | Financial Advisor at Hub Wealth Strategies @ The Bulfinch Group
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Insights For Selling To Yan

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Stress on the business value that your product offers

DONT's

  • Refrain from asking too many questions
  • Do not give up if they are not convinced, try again with a different approach
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Yan is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Yan

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Yan move?

  • Their decision making speed is somewhere in the middle.
  • Can Yan take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Yan

Personality Compatibility


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