Amy Jamrog, CFP, CDFA

Examiner
DISC Type : sc

Founder at The Jamrog Group

Holyoke, Massachusetts, United States

Overview

Amy Jamrog is the CEO and founding partner of The Jamrog Group, a fee-based financial planning firm. A Certified Financial Planner®, she is also a best-selling author, coach to other advisors, and keynote speaker. She holds a Bachelor of Arts in American Literature & Creative Writing from Middlebury College.

Outside of work, Amy enjoys creative and colorful pursuits like crocheting and interior decorating. She can often be found paddleboarding, on a pontoon boat on the Connecticut River with her partner Kim, or enjoying a country music concert. Her passion for community involvement includes serving on several non-profit boards.

In recognition of her work supporting women in the financial services industry, she was named the "Allyship Champion of the Year" by InvestmentNews.

Personality Overview

Late Adopter

Tough To Convince

Overcautious

They do not like taking risks at all and go for proven options in the end.  They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Women's Empowerment
Named "Allyship Champion of the Year" by InvestmentNews and creates resources for women advisors and clients to help them build confidence with their money.
Advisor Coaching
Through her firm, Four Wings Consulting, she coaches hundreds of financial advisors nationally, aiming to increase their results, profitability, and happiness.
Community Philanthropy
Serves on multiple boards, including FINSECA and formerly the Girl Scouts, and her firm manages endowments for many charitable organizations.

Media Appearances

Amy has no verified media appearances

Work History

10-1996
Founder at The Jamrog Group
1-2020
Founder & Coach at Four Wings Consulting

Education

1989 - 1993
Bachelor of Arts from Middlebury College
CFP® from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 29 Location : Holyoke, Massachusetts, United States Job Level : Leadership Designation : Founder at The Jamrog Group
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Insights For Selling To Amy

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly

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 rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Amy is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Amy

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

Insights For Deal Planning

    How fast (or slow) will Amy move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Amy take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Amy

Personality Compatibility


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