Jeremy St. Croix CFP® APMA® AAMS® CRPC®

Questioner
DISC Type : c

Private Wealth Advisor, Branch Manager, Financial Advisor of Ameriprise Financial Services, LLC at Ameriprise Financial Services, LLC

Sarasota, Florida, United States

Overview

Jeremy has no verified overview

Personality Overview

Systematic

Cautious & Analytical

Not Easily Convinced

They prefer to fully evaluate every situation.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Jeremy has no verified topics they care about

Media Appearances

Jeremy has no verified media appearances

Work History

1-2019
Private Wealth Advisor, Branch Manager, Financial Advisor of Ameriprise Financial Services, LLC at Ameriprise Financial Services, LLC
3-2005 - 10-2006
Financial Advisor at Morgan Stanley
11-2003 - 3-2005
Financial Advisor at A. G. Edwards
1-2019
Private Wealth Advisor, Associate Manager, Financial Advisor at Ameriprise Financial Services, Inc.

Education

1998 - 2002
Marketing from University of South Florida

More Information

Social Presence :

Prographics :

Exp : 10 Location : Sarasota, Florida, United States Job Level : Middle Designation : Private Wealth Advisor, Branch Manager, Financial Advisor of Ameriprise Financial Services, LLC at Ameriprise Financial Services, LLC
URL has been copied!

Insights For Selling To Jeremy

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeremy is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jeremy

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jeremy move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jeremy take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Jeremy

Personality Compatibility


Other Ameriprise Financial Services, LLC Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.