Jim Baird

Wildcard
DISC Type : cis

Founding Principal at Compass Ion Advisors

Conshohocken, Pennsylvania, United States

Overview

Jim Baird is the Founding Principal of Compass Ion Advisors, a firm he established to provide trusted, customized financial strategies. He has over 40 years of industry experience and holds degrees from Brown University, where he graduated Magna Cum Laude, and the Wharton School of Business.

Outside of his professional life, Jim is a doting grandfather who is deeply committed to his faith, leading two weekly mens Bible studies. He is an avid biker, board game enthusiast, and a passionate follower of all Philadelphia sports teams, particularly the Flyers.

He has led an addictions recovery group for over 20 years, integrating his desire to serve the community with his faith.

Personality Overview

ROI Driven

Curious But Skeptical

Friendly But Slow

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Client-First Wealth Management
Founded his firm on the principle of client trust, aiming to unburden clients from the pressures of financial management with customized, complex strategies.
Faith and Ministry
Actively integrates his faith and work, serving as an Elder at his church and leading Bible studies, including a long-running addictions recovery group.
Philadelphia Sports
Described as a "rabid Flyers fan" and follower of all Philadelphia sports teams, indicating a strong personal interest in local athletics.

Media Appearances

Investment Update from James C. Baird | Founding Principal. Featured in Compass Ion Advisors

See Now

Work History

12-2008
Founding Principal at Compass Ion Advisors
2001 - 2008
President at EGE Advisors, Ltd
1993 - 2001
President at PMG Asset Management
1989 - 1993
Vice President--Branch Officer Manager at Prudential Securities
1983 - 1989
Vice President--Branch Officer Manager at Drexel Burnham Lambert

Education

1977 - 1978
Finance from The Wharton School
1972 - 1976
BA from Brown University

More Information

Social Presence :

Prographics :

Exp : 48 Location : Conshohocken, Pennsylvania, United States Job Level : Senior Designation : Founding Principal at Compass Ion Advisors
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Focus on immediate action-items rather than the larger goals
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don't ask them to move fast, let them take their time and digest all the information
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jim

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Jim take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Jim

Personality Compatibility


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