Jack LaMay

Energizer
DISC Type : I

Retired at Epiphany Advisors

Sterling, Virginia, United States

Overview

Jack LaMay is a seasoned investment sales professional with over 27 years of experience and a BA from UCLA. He possesses a strong executive presence and is adept at communicating investment philosophy, with deep knowledge of equities, fixed income, and alternative investments. He has a proven track record of driving revenue growth.

He is an entrepreneurial spirit who takes pride in lateral thinking. Jack maintains a strong connection to his alma mater, UCLA, and has an interest in providing high-level guidance, as shown by his interest in advisory board roles.

Jack is particularly skilled at developing solutions-based initiatives that lead to accountable results.

Personality Overview

Believer

Enthusiastic

Full Of Energy

They are friendly, approachable and love to make new connections.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Investment Philosophy
A core career skill is his ability to adeptly communicate investment philosophy, process, and strategy to diverse audiences.
Business Development
Focuses on business development and client service as a primary strength to direct top and bottom-line revenue growth.
Alternative Investments
Has specific expertise and product knowledge in alternative investment vehicles, including hedge funds, private placements, and Funds of Funds.

Media Appearances

Jack has no verified media appearances

Work History

6-2014
Retired at Epiphany Advisors
1-2012 - 6-2014
Principal at Epiphany Advisors
6-2008 - 3-2012
Senior Partner at Alternative Wealth Group
2004 - 2007
Regional VP at Old Mutual
2001 - 2002
Consultant at Chase Investment Counsel Corporation

Education

BA from UCLA

More Information

Social Presence :

Prographics :

Exp : 34 Location : Sterling, Virginia, United States Job Level : N/A Designation : Retired at Epiphany Advisors
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Insights For Selling To Jack

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Do some small talk, ask them how things are going on their side
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid cutting into their flow
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jack is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Jack

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jack move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Jack take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Jack

Personality Compatibility


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