Jerry Rogers

Activist
DISC Type : Cd

Founder at Rogers Tax Advisory Group

Charleston, South Carolina Metropolitan Area, United States

Overview

Jerry Rogers is the Founder of Rogers Tax Advisory Group, bringing over 33 years of experience as a retirement and 401k specialist. A graduate of Charleston Southern University, he focuses on creating successful retirement plans. Clients and colleagues often describe him as knowledgeable, straightforward, and a person of high integrity.

His professional focus is centered on providing families with financial peace of mind, ensuring their decisions support their desired lifestyle and retirement goals. He emphasizes a holistic and personal approach to financial planning, aiming to build long-term security and confidence for his clients.

Unique fact: Jerry has been recognized as "Advisor of the Year" and has published articles on financial moves to make on birthdays and work anniversaries.

Personality Overview

Value Conscious

Observative

Meticulous

They respond well to confident salespeople.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Retirement Security
His career of over 33 years is dedicated to creating "retirement success plans" that ensure clients feel confident they won't outlive their money.
401k Maximization
He created the "401k MAX program" to provide advice tailored to specific company 401k plans, highlighting his expertise in this area.
Holistic Financial Planning
He utilizes a holistic approach to counsel clients on investments and financial decisions that impact their lifestyle and retirement expectations.

Media Appearances

Jerry has no verified media appearances

Work History

6-2015
Founder at Rogers Tax Advisory Group
1-1989
Founder at Rogers Tax Advisory Group
1-1989
Retirement Specialist and 401k Expert at Rogers Tax Advisory Group
8-1988 - 8-1989
Insurance Agent at State Farm Insurance
8-1987 - 8-1988
Investment Advisor at South Carolina Federal Savings Bank

Education

1982 - 1984
B.S. from Charleston Southern University
1974 - 1981
Bachelor of Science (B.S.) from College of Charleston

More Information

Social Presence :

Prographics :

Exp : 49 Location : Charleston, South Carolina Metropolitan Area, United States Job Level : Leadership Designation : Founder at Rogers Tax Advisory Group
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Insights For Selling To Jerry

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Highlight the competitive differentiation of your product
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jerry is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Jerry

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jerry move?

  • Their decision making speed is somewhere in the middle.
  • Can Jerry take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Jerry

Personality Compatibility


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