AJ Long

Examiner
DISC Type : cs

Financial Planner at Peak Financial Planning

Buffalo, New York, United States

Overview

AJ Long is a Financial Planner at Peak Financial Planning, specializing in investment management, insurance, and comprehensive financial planning. He leverages past experience as a Vice President of Distribution to assist clients with their financial future. He holds a Bachelors degree from Medaille College.

Before entering the financial industry, AJ worked as a Personal Trainer at the Buffalo Athletic Club, suggesting a strong background and interest in health and wellness. He is based in the Buffalo, New York metropolitan area.

Unique Fact: AJ made a distinct career transition from personal fitness training to financial planning.

Personality Overview

Late Adopter

Status Quo Seeker

Tough To Convince

They do not like taking risks at all and go for proven options in the end.  They are always well-planned and adopt a systematic approach. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Comprehensive Financial Planning
He focuses on assisting clients in all areas of their financial future, from college planning to investment and insurance.
Income Protection
Actively promotes Individual Disability Insurance as a critical and affordable protection option for his clients and their practices.
Advisor Solutions
Advocates for using robust platforms to help other advisors grow revenue while protecting their clients' assets.

Media Appearances

AJ has no verified media appearances

Work History

4-2025
Financial Planner at Peak Financial Planning
1-2022 - 4-2025
Vice President Of Distribution at Specific Solutions, Inc.
1-2012 - 2-2022
Brokerage Manager at Specific Solutions, Inc.
12-2007 - 3-2013
Personal Trainer at Buffalo Athletic Club

Education

2009 - 2012
Bachelor's degree from Medaille College

More Information

Social Presence :

Prographics :

Exp : 18 Location : Buffalo, New York, United States Job Level : N/A Designation : Financial Planner at Peak Financial Planning
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Insights For Selling To AJ

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with AJ is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from AJ

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will AJ move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can AJ take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And AJ

Personality Compatibility


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