Jerod Wurm, CFP®, CRPC®

Inquirer
DISC Type : cd

Managing Partner, Wealth Advisor at Carson Wealth

Greater Sacramento, United States

Overview

Jerod has no verified overview

Personality Overview

Upfront

ROI Conscious

Demanding

They care equally about the product and its potential impact.  They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Jerod has no verified topics they care about

Media Appearances

Jerod has no verified media appearances

Work History

1-2025
Managing Partner, Wealth Advisor at Carson Wealth
8-2015 - 1-2025
Financial Advisor - Partner at Wurm & Frye Wealth Management
10-2010 - 8-2015
Senior Vice President | Financial Advisor | Portfolio Management Director at Morgan Stanley
5-2003 - 10-2010
CEO | Financial Consultant at Wurm & Frye Wealth Management
10-1998 - 5-2003
Financial Advisor at Prudential Financial

Education

Business/ Economics from California State University-Sacramento

More Information

Social Presence :

Prographics :

Exp : 27 Location : Greater Sacramento, United States Job Level : N/A Designation : Managing Partner, Wealth Advisor at Carson Wealth
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Insights For Selling To Jerod

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Be crisp while making the pitch

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid long winding pitches, stay objective
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jerod is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Jerod

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Jerod move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Jerod take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Jerod

Personality Compatibility


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