Blair Lukan, CFP® CEPA® CEA®

Examiner
DISC Type : cs

Principal at Edward Jones

Canada

Overview

Blair Lukan is a Principal and Financial Advisor with Edward Jones in Saskatoon, specializing in financial strategies for business owners. He is a Certified Financial Planner (CFP®) and one of only three Certified Exit Planning Advisors (CEPA®) in Saskatchewan. Blair is also a best-selling author and has been named a Top 50 Financial Advisor in Canada.

Outside of his professional life, Blair has a range of personal interests that include car restoration, cycling, football, reading, and yoga. He focuses on understanding the core motivations behind his clients goals to build effective, long-term strategies.

Interesting fact: Blair co-authored the best-selling book "Influence and Impact" with former FBI hostage negotiator Chris Voss.

Personality Overview

Status Quo Seeker

Unexpressive

Late Adopter

They are always well-planned and adopt a systematic approach.  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

Business Exit Planning
As one of only three Certified Exit Planning Advisors (CEPA®) in Saskatchewan, he specializes in helping business owners prepare for their next chapter.
Wealth Management
Helps business owners and professionals create personalized strategies for retirement income, wealth protection, and charitable giving.
The Art of Influence
Co-authored the best-selling book "Influence and Impact" alongside renowned negotiation expert Chris Voss.

Media Appearances

Blair has no verified media appearances

Work History

1-2021
Principal at Edward Jones
12-2003
Financial Advisor at Edward Jones
1994 - 12-2003
Corporate Account Manager C6 at Enterprise Rent-A-Car

Education

Education details unavailable from University of Saskatchewan

More Information

Social Presence :

Prographics :

Exp : 32 Location : Canada Job Level : Senior Designation : Principal at Edward Jones
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Insights For Selling To Blair

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • 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 Blair 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 Blair

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

Insights For Deal Planning

    How fast (or slow) will Blair move?

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

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

You And Blair

Personality Compatibility


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