Jeff Taylor

Organizer
DISC Type : Sd

Founder / Principal at Crescent Wealth Advisory

Atlanta, Georgia, United States

Overview

Jeff Taylor is a principal and co-founder of Crescent Wealth Advisory, which he launched in 2016 to offer sophisticated, values-based solutions to an exclusive clientele. He began his career as a financial planner after earning his BBA from the University of Georgias Terry College of Business.

Outside of his firm, Jeff is an active community supporter of organizations including MedShare, After-School All-Stars, and Childrens Healthcare of Atlanta. He has been recognized by the University of Georgia Alumni Association for leading one of the fastest-growing alumni-owned businesses.

His firm has achieved "Top of the Table" status with the Million Dollar Round Table, a premier global association for top financial services professionals.

Personality Overview

Strong-minded

Pleasant

Somewhat Formal

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Wealth Management
He has co-founded two successful wealth management firms, Crescent Wealth Management (2003) and Crescent Wealth Advisory (2016), to serve an exclusive clientele.
Business Growth
His company has been recognized by the University of Georgia as one of the fastest-growing alumni-owned businesses and made the Inc. 5000 list two years in a row.
Community Philanthropy
He is an active supporter of several Atlanta-based community organizations, including MedShare, After-School All-Stars, and Children's Healthcare of Atlanta.

Media Appearances

Jeff Taylor - Crescent Wealth Advisory. Featured in Crescent Wealth Advisory

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Work History

3-2017
Founder / Principal at Crescent Wealth Advisory
7-2003
Owner at Crescent Wealth Management, Inc.
1-2001 - 7-2003
Financial Planner at Lincoln Financial Advisors

Education

1995 - 1999
BBA from University of Georgia - Terry College of Business

More Information

Social Presence :

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Exp : 25 Location : Atlanta, Georgia, United States Job Level : Leadership Designation : Founder / Principal at Crescent Wealth Advisory
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jeff

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jeff take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jeff

Personality Compatibility


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