Ethan Jandreau

Questioner
DISC Type : c

Financial Advisor at Vision Financial Group

Buffalo, New York, United States

Overview

Ethan Jandreau is a financial advisor at Vision Financial Group, dedicated to building long-term client relationships. He holds Series 66 and insurance agent licenses, focusing on helping clients analyze their financial needs and achieve their retirement goals.

Outside of his professional life, Ethan is a proud dog dad to his golden doodle, Apollo, and often takes him to the local dog park. He is an avid baseball fan and also enjoys traveling to new places in his free time.

He applies lessons from books like "The Game of Numbers, " using exercises like keeping a gratitude list to navigate challenging times.

Personality Overview

Cautious & Analytical

Price-Sensitive

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to analyze every situation thoroughly.


Topics They Care About

Retirement Spending
Writes about the psychological shift from saving to spending in retirement and the need for reliable income sources to support a desired lifestyle.
Client Relationships
States that his number one priority is building long-term relationships with his clients to help them reach their personal and financial goals.
Financial Literacy
Shares insights on financial concepts, such as managing retirement income and the importance of saving, to help educate his clients and network.

Media Appearances

Ethan Jandreau - Vision Financial Group. Featured in Vision Financial Group

See Now

Work History

3-2025
Financial Advisor at Vision Financial Group

Education

Ethan has no verified education history

More Information

Social Presence :

Prographics :

Exp : 1 Location : Buffalo, New York, United States Job Level : N/A Designation : Financial Advisor at Vision Financial Group
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Insights For Selling To Ethan

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ethan is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Ethan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Ethan move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Ethan take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Ethan

Personality Compatibility


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