Jeff Gump, CEPA

Wildcard
DISC Type : cis

Senior Director at Choreo

Virginia Beach, Virginia, United States

Overview

Jeff is a Senior Director and Certified Exit Planning Advisor (CEPA) at Choreo, specializing in wealth management for business owners and families since 1999. He focuses on succession, retirement, and complex trust strategies, leveraging his B. S. from Virginia Tech to provide tailored financial solutions.

Deeply involved in his community, Jeff has co-founded two youth sports leagues in Virginia Beach and served as a board president. He and his wife, Jenn, have two children active in soccer, and Jeff contributes his time as a referee for the Tidewater Soccer Referee Association.

Unique Fact: Jeff co-founded both the Virginia Beach Youth Football League and the Virginia Beach Recreation Baseball League.

Personality Overview

Requires Proof

Curious But Skeptical

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

Business Exit Planning
As a Certified Exit Planning Advisor (CEPA), he helps business owners create seamless succession plans, collaborating closely with their attorneys and CPAs.
Tax-Efficient Giving
He frequently posts about using donor-advised funds and charitable trusts to support causes while optimizing tax outcomes for his clients.
CPA Partnerships
He actively engages with CPA partners by providing Continuing Professional Education (CPE) sessions, indicating a focus on building strong professional networks.

Media Appearances

Jeff has no verified media appearances

Work History

1-2022
Senior Director at Choreo
9-2010 - 1-2023
Financial Advisor, Cherry Bekaert Wealth Management at Cherry Bekaert Wealth Management LLC
2-2010 - 2-2014
President, Executive Board of Directors at Larkspur Salem Recreation Association
3-2008 - 9-2010
Regional Director of Strategic Planning at Level Four Group
2001 - 2008
Financial Advisor at H&R Block Financial Advisors

Education

1991 - 1994
BS from Virginia Tech

More Information

Social Presence :

Prographics :

Exp : 28 Location : Virginia Beach, Virginia, United States Job Level : Senior Designation : Senior Director at Choreo
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Be prepared for a lot of questions, answer them objectively
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

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

  • 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 Jeff move?

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

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

You And Jeff

Personality Compatibility


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