Jay Branson, CFP®, ChFC,

Inquirer
DISC Type : cd

President at Branson, Fowlkes & Company, Inc.

Houston, Texas, United States

Overview

Jay Branson is a founding Principal of Branson, Fowlkes & Company with over 30 years of experience in wealth management. He specializes in serving affluent families and institutions, utilizing a trademarked diversification approach. A former instructor at the University of Houston, he also completed an executive program on AI strategy at MIT Sloan.

Outside of his firm, Jay is a passionate collector of visual arts, displaying his extensive collection of paintings, prints, and sculptures in his office. He is a Level III certified swimming coach and previously spent seven years as a triathlon coach for the Leukemia & Lymphoma Society’s Team in Training program.

Unique fact: Jay and his wife’s passion for art is so significant that their large collection is on display for clients and visitors at their companys offices.

Personality Overview

Hard To Convince

Judgemental

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

Wealth Management
As President and founder of a wealth management firm, he specializes in creating financial and investment strategies for affluent families, trusts, and retirement plans.
Investment Diversification
His firm has a trademarked multi-level approach to diversification called D3 The Power of Diversification™, a core part of his investment philosophy.
AI Business Strategy
He completed the "Artificial Intelligence Implications for Business Strategy" program at the MIT Sloan School of Management, indicating a focus on future-facing business applications.

Media Appearances

Jay has no verified media appearances

Work History

10-1987
President at Branson, Fowlkes & Company, Inc.
11-1984 - 10-1987
Financial Planner at Lincoln Financial Group

Education

2018 - 2018
Executive Program from MIT Sloan School of Management
1997 - 1999
Chartered Financial Consultant - ChFC from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 41 Location : Houston, Texas, United States Job Level : N/A Designation : President at Branson, Fowlkes & Company, Inc.
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Insights For Selling To Jay

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Be crisp while making the pitch
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Avoid long winding pitches, stay objective
  • Don’t expect them to change their mind quickly if they say no once
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jay is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Jay

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jay move?

  • Their decision making speed is somewhere in the middle.
  • Can Jay take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Jay

Personality Compatibility


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