James T. Sears, APMA®

Evaluator
DISC Type : DSC

Financial Advisor & Chief Operating Officer at Sears Advisory Group, a financial planning practice of Ameriprise Financial, LLC

New York City Metropolitan Area, United States

Overview

James T. Sears is the Chief Operating Officer and a Financial Advisor at Sears Advisory Group, a practice of Ameriprise Financial. An Accredited Portfolio Management Advisor℠ and graduate of Trinity College-Hartford, he focuses on personalized financial advice, including retirement income strategies and intergenerational planning, to help clients achieve their long-term goals.

Based on his professional focus, James is likely passionate about helping families secure their financial futures across generations. He is interested in connecting with people to understand their goals and help them feel more in control of their financial lives, demonstrating a commitment to building lasting client relationships.

He has a dual expertise in both client-facing financial advising and the internal operations of a financial planning practice.

Personality Overview

Hard To Convince

Thorough Evaluator

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Retirement Strategies
His practice is built on the "Confident Retirement®" approach, helping clients plan for essentials, lifestyle, and legacy in their later years.
Intergenerational Planning
Lists "Intergenerational Planning" as a key area of focus, indicating a specialty in financial strategies that involve multiple generations of a family.
Market & Economic Analysis
Regularly shares market and economic forecasts from Ameriprise experts, focusing on interest rates, economic growth, and investment opportunities.

Media Appearances

James has no verified media appearances

Work History

8-2021
Financial Advisor & Chief Operating Officer at Sears Advisory Group, a financial planning practice of Ameriprise Financial, LLC
8-2020 - 8-2021
Associate Financial Advisor at Ameriprise Financial Services, LLC.
9-2019 - 8-2020
Financial Advisor at CUSO Financial Services, LP
1-2017 - 8-2019
Financial Advisor at Edward Jones
9-2015 - 12-2016
Recruitment Consultant at Michael Page

Education

2009 - 2013
Bachelor of Arts (B.A.) from Trinity College-Hartford
Education details unavailable from Irvington High School

More Information

Social Presence :

Prographics :

Exp : 10 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Financial Advisor & Chief Operating Officer at Sears Advisory Group, a financial planning practice of Ameriprise Financial, LLC
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Insights For Selling To James T.

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James T. is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from James T.

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will James T. move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can James T. take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And James T.

Personality Compatibility


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