Jacob McNally

Doer
DISC Type : sd

Financial Advisor at Thompson Financial Group

Franklin, Tennessee, United States

Overview

Jacob McNally is a Financial Advisor at Thompson Financial Group, where he focuses on helping families align their finances with their faith and life goals. He holds Series 7 and 66 certifications and earned both his Bachelors and Masters degrees from Liberty University.

Faith and family are central to Jacobs life. A married father, he dedicates his weekends to his wife and daughter and is actively involved in teaching the bible. His past experience as a CrossFit coach instilled in him a passion for helping others achieve their goals through discipline and consistency.

Unique fact: Jacob describes his life as teaching finances by day and teaching the bible by night.

Personality Overview

Long-term Focused

Strategic Planner

Results Focused

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Faith-Based Finance
His professional headline is "Guiding families to steward their finances with faith, purpose, and peace of mind, " and he regularly discusses his faith in his posts.
Family Life
Frequently posts about the importance of his wife and daughter, stating that Saturdays are dedicated entirely to family with no work.
Financial Planning
As a Financial Advisor, he shares advice on topics like life insurance, the impact of inflation on savings, and overcoming the fear of spending money.

Media Appearances

Jacob has no verified media appearances

Work History

6-2025
Financial Advisor at Thompson Financial Group
9-2021 - 6-2025
Resident Director at Liberty University
3-2021 - 3-2023
Crossfit Coach at CrossFit Lynchburg
4-2021 - 3-2022
Shift Lead at Rookie's LLC
8-2019 - 5-2021
Resident Assistant at Liberty University

Education

8-2022 - 5-2026
Master of Arts in Church Planting from Liberty University
2017 - 2021
Bachelor's degree from Liberty University

More Information

Social Presence :

Prographics :

Exp : 6 Location : Franklin, Tennessee, United States Job Level : N/A Designation : Financial Advisor at Thompson Financial Group
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Insights For Selling To Jacob

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Let them know of potential risks but suggest mitigation methods alongside
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't go over them unless you are left with no other option
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jacob is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jacob

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jacob move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jacob take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jacob

Personality Compatibility


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