Jamie Mackay, CRPC

Questioner
DISC Type : c

President & Chief Operating Officer at SFA Partners

Cumming, Georgia, United States

Overview

Jamie Mackay serves as the President and Chief Operating Officer at SFA Partners, where he has progressed through roles including Executive Vice President. A graduate of the University of Connecticut School of Business, he holds the Chartered Retirement Planning Counselor (CRPC) designation and has previous experience with Transamerica and Allianz Life.

He is an active alumnus of the University of Connecticut. Based on his strong ties to the university, he is likely a supporter of their athletic programs and maintains a connection to the school community.

He has authored articles for industry publications like AdvisorHub, sharing his perspective on what drives long-term growth for financial advisors.

Personality Overview

Price-Sensitive

Value Seeker

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Advisor Authenticity
Authored an article for AdvisorHub arguing that authenticity, not just efficiency, is the real driver of long-term growth for financial advisors.
Independent Wealth Management
Emphasizes the power of true independence for advisors, cautioning against platforms that gradually introduce restrictions and limit solutions.
Mid-Sized Firm Benefits
Promotes the advantages for advisors joining a "Goldilocks" size firm, suggesting a belief in the balance between resources and flexibility.

Media Appearances

SFA Partners Names EVP and Chief Operating Officer. Featured in Altswire

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SFA Partners Commences Next Stage of Growth Vision with Appointment of Industry Veteran Jamie Mackay As President. Featured in PR Newswire

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Jamie Mackay named president of SFA Partners. Featured in Alternatives Watch

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Work History

5-2024
President & Chief Operating Officer at SFA Partners
4-2022
Executive Vice President & Chief Operating Officer at SFA Partners
10-2017 - 4-2022
Vice President Of Business Development at SFA Partners
2009 - 2015
Regional Vice President at Transamerica
2003 - 2009
Regional Vice President at Allianz Life Financial Services, LLC

Education

1989 - 1993
B.S. from University of Connecticut
1989 - 1993
Bachelor of Science (B.S.) from University of Connecticut School of Business

More Information

Social Presence :

Prographics :

Exp : 29 Location : Cumming, Georgia, United States Job Level : Leadership Designation : President & Chief Operating Officer at SFA Partners
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Insights For Selling To Jamie

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jamie is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jamie

  • 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 Jamie move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jamie take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Jamie

Personality Compatibility


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