Jason L. Blomgren, CLU, ChFC, CFP

Collaborator
DISC Type : is

Financial Advisor at Osaic FS

United States

Overview

Jason is the President & CEO of Heartland Wealth Group, where he operates as a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with CLU® and ChFC® designations. A graduate of the University of Iowa, he has been a financial advisor for nearly three decades, specializing in investment management and estate planning strategies.

Outside of work, Jason is an avid endurance athlete, having completed multiple marathons, including Boston, and an Ironman. He is a passionate baseball fan who has visited all 30 MLB stadiums with his family and volunteers with his wife for the Make-A-Wish Foundation.

He and his family have traveled to all 50 states and over 40 countries together.

Personality Overview

Good Listener

Consensus Builder

Fair-minded

Scenarios where both sides can come out as winners appeal to them greatly.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to opt for solutions that are proven in the market.

Topics They Care About

Life Insurance
He frequently shares educational content on the importance of life insurance as a tool for creating financial security for families.
Endurance Sports
He is an Ironman finisher and has run six marathons. He also proudly shares his children's athletic accomplishments, like his daughter completing her own Ironman.
Baseball
As a dedicated fan, he has coached his children's teams and has traveled with his family to every MLB stadium in the country.

Media Appearances

Jason has no verified media appearances

Work History

2-2010
Financial Advisor at Osaic FS
President & CEO at First Heartland Financial Group, Inc.
5-1996 - 1-2010
Financial Advisor at John Hancock Financial Network

Education

Business from University of Iowa

More Information

Social Presence :

Prographics :

Exp : 29 Location : United States Job Level : Leadership Designation : Financial Advisor at Osaic FS
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Insights For Selling To Jason L.

During A Call Or A Meeting

DO's

  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • Summarize the key points at the end of the conversation
  • Show genuine interest in solving their problems

DONT's

  • Don’t push them to make decisions very fast, let them take their time
  • Don’t sound very transactional
  • Don’t ask too many questions that sound too dry and objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason L. is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Jason L.

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Jason L. move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Jason L. take some risk or not?

  • They probably won’t put a lot at risk.

You And Jason L.

Personality Compatibility


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