Jay Hochheiser, CFP®, CEPA, Wealth Management Advisor

Examiner
DISC Type : cs

Founder & CEO at Hochheiser, Deutsch & Company, Inc.

New York City Metropolitan Area, United States

Overview

Jay Hochheiser is the Founder and CEO of Hochheiser, Deutsch & Company, a firm he has led for over 30 years. As a CFP® and Certified Exit Planning Advisor, he provides holistic wealth management for successful entrepreneurs and physicians, focusing on securing their lifestyle and legacy.

Jay appears dedicated to community service through his support for organizations like the Cohen Childrens Medical Center of New York and VISIONS, which assists the visually impaired. He also contributes his financial planning expertise through pro bono work.

He has created unique, trademarked financial processes and authored two books to guide entrepreneurs and physicians toward financial freedom.

Personality Overview

Process Oriented

Status Quo Seeker

Tough To Convince

Being observant comes to them naturally.  They are thorough and always follow a systematic approach. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Holistic Wealth Management
He emphasizes looking at the "big picture" and acting as a "Macro-Manager" for his clients' complete financial situation, not just one piece of it.
Business Exit Planning
As a Certified Exit Planning Advisor (CEPA), he specializes in helping business owners successfully transition or sell their companies as a key part of their wealth journey.
Financial Freedom
This is a core concept in his practice, demonstrated by his trademarked "The Financial Freedom Experience®" and his books on the subject for entrepreneurs and physicians.

Media Appearances

Jay has no verified media appearances

Work History

4-1996
Founder & CEO at Hochheiser, Deutsch & Company, Inc.
4-1996
Wealth Management Advisor at Hochheiser, Deutsch and Company, Inc.

Education

Certified Exit Planner Advisor from Exit Planning Institute

More Information

Social Presence :

Prographics :

Exp : 29 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Founder & CEO at Hochheiser, Deutsch & Company, Inc.
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Insights For Selling To Jay

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jay is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jay

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jay move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Jay take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Jay

Personality Compatibility


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