Jerry Tavella

Collaborator
DISC Type : si

Partner at Strategies for Wealth

New York City Metropolitan Area, United States

Overview

Jerry Tavella is a Partner and Chief Growth and Development Officer at Strategies for Wealth, where he has worked since 2005. He focuses on training, developing, and recruiting financial advisors to scale the firms teams. He earned his Bachelor of Arts from Marist University.

Outside of work, Jerry is a dedicated father and has a lifelong passion for hockey, which he now shares with his children by coaching their teams. He has appeared on podcasts discussing the intersection of business and fatherhood, highlighting the importance of family and instilling confidence in his children.

He was a guest on "The BizDad Podcast, " where he shared personal insights on leadership, family influence, and visualizing success.

Personality Overview

Good Listener

Consensus Builder

Example Driven

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  Win-win scenarios can appeal strongly to them. They are more likely to go for proven solutions.

Topics They Care About

Advisor Development
His primary role involves training, recruiting, and creating development opportunities for new and experienced financial advisors at his firm.
Scaling Advisor Teams
He has spoken at industry conferences, such as Finseca's LAMP, about his proven model for growing and scaling financial advisory teams.
Business and Fatherhood
Was a featured guest on "The BizDad Podcast, " where he discussed balancing his professional life with his role as a father.

Media Appearances

Jerry has no verified media appearances

Work History

1-2022
Partner at Strategies for Wealth
12-2016
Financial Representative, Managing Partner at Prosperian
1-2015 - 12-2016
Partner at Prosperian
9-2009 - 12-2015
Advisor at Prosperian
5-2007 - 9-2009
Advisor at Strategies for Wealth

Education

2000 - 2004
Bachelor of Arts (B.A.) from Marist University

More Information

Social Presence :

Prographics :

Exp : 20 Location : New York City Metropolitan Area, United States Job Level : Junior Designation : Partner at Strategies for Wealth
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Insights For Selling To Jerry

During A Call Or A Meeting

DO's

  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • When asking them questions, sound relatable and informal
  • Summarize the key points at the end of the conversation

DONT's

  • Don’t give the impression of being unproven or risky
  • Don’t push them to make decisions very fast, let them take their time
  • Don’t get into excessive details unless prompted

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jerry is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Jerry

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Jerry move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Jerry take some risk or not?

  • It is unlikely that they will take many risks.

You And Jerry

Personality Compatibility


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