Jason Braley, CFP®

Wildcard
DISC Type : csi

Managing Partner & Owner at Beach House Wealth Management at Beach House Wealth Management

Capitola, California, United States

Overview

Jason has no verified overview

Personality Overview

Curious But Skeptical

Requires Proof

Friendly But Slow

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

7-2022
Managing Partner & Owner at Beach House Wealth Management at Beach House Wealth Management
1-2018
Managing Partner, Owner at Beach House Wealth Management
7-2010 - 12-2017
Financial Planner at Burroughs-Braley Wealth Management
10-2004 - 7-2010
Registered Representative at Froshman Financial Investment Advisors

Education

2002 - 2005
BS from California State University Monterey Bay
1999 - 2001
Education details unavailable from California Polytechnic State University-San Luis Obispo

More Information

Social Presence :

Prographics :

Exp : 21 Location : Capitola, California, United States Job Level : N/A Designation : Managing Partner & Owner at Beach House Wealth Management at Beach House Wealth Management
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Invite them for a social do but don’t rely solely on the relationship
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jason

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Jason take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Jason

Personality Compatibility


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