Jacqueline Fish, CFP®

Doer
DISC Type : sd

Co-Founder I Private Wealth Advisor at LifeWorth Financial

Charlotte, North Carolina, United States

Overview

Jacqueline Fish is the Co-Founder and a Private Wealth Advisor at LifeWorth Financial, where she is the primary planner for clients. Repeatedly recognized by Forbes, she holds ChFC® and CLU® designations and focuses on inspiring confidence through comprehensive financial planning.

Originally from Virginia, Jacqueline now lives in Charlotte with her husband, Jason, and their two children. She is an active church member and is passionate about local service, including work with Mission of Hope in Haiti and CommonWealth Charlotte.

Her firms distinctive approach is delivering "financial planning with love, " centered on trust and accountability to help clients achieve their goals.

Personality Overview

Fast-paced

Risk-Accepting

Deliberate Doer

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Legacy Building
Her firm's mission is to help clients become true stewards of their wealth to create a lasting family legacy.
Community Service
She is passionate about local and international service, supporting organizations like The Roof Above, CommonWealth Charlotte, and Mission of Hope in Haiti.
Holistic Financial Planning
Focuses on creating an environment of trust to understand what matters most to clients, applying decades of financial expertise to their plans.

Media Appearances

Jacqueline has no verified media appearances

Work History

Co-Founder I Private Wealth Advisor at LifeWorth Financial

Education

Education details unavailable from James Madison University
CLU ChFC® from The American College

More Information

Social Presence :

Prographics :

Exp : N/A Location : Charlotte, North Carolina, United States Job Level : Leadership Designation : Co-Founder I Private Wealth Advisor at LifeWorth Financial
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Insights For Selling To Jacqueline

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jacqueline 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 Jacqueline

  • 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 Jacqueline move?

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

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

You And Jacqueline

Personality Compatibility


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