James Judd

Questioner
DISC Type : c

Financial Advisor at Vantage Financial Group, Inc.

Cleveland, Ohio, United States

Overview

James Judd is a Financial Advisor at Vantage Financial Group with over 30 years of experience. Specializing in retirement and estate planning for executives and business owners, he holds the Chartered Financial Consultant designation and is a graduate of Cleveland State University.

Beyond his primary role, James maintains a connection to his alma mater, Cleveland State University. His professional interests extend to the broader financial services sector, including organizations like the Western & Southern Financial Group.

He has a unique focus on using life insurance and annuities to create financial value for non-profit organizations.

Personality Overview

Value Seeker

Price-Sensitive

Systematic

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation.

Topics They Care About

Retirement & Estate Planning
He specializes in designing and implementing comprehensive retirement and estate plans for executives, business owners, and high-net-worth individuals.
Non-Profit Financial Strategy
He actively promotes using financial instruments like life insurance and annuities to create value for non-profit organizations, even hosting seminars on the topic.
Executive Benefit Programs
His background includes extensive work providing insurance, risk management, and investment services to support executive benefit programs for various organizations.

Media Appearances

James has no verified media appearances

Work History

10-2020
Financial Advisor at Vantage Financial Group, Inc.
1-1999 - 6-2020
Senior Vice President at Oswald Companies

Education

2016 - 2020
Education details unavailable from Cleveland State University
Marketing from Cleveland State University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Cleveland, Ohio, United States Job Level : N/A Designation : Financial Advisor at Vantage Financial Group, Inc.
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • 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 James is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from James

  • 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 James move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can James take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And James

Personality Compatibility


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