Jim Cannon

Wildcard
DISC Type : isc

Founder and CEO at Dynamic Advisor Solutions

Phoenix, Arizona, United States

Overview

Jim Cannon is the Founder and CEO of Dynamic Advisor Solutions, leveraging over 30 years of experience building and developing independent financial advisor networks. A graduate of Arizona State University, he is a champion for independent advisors, providing them with robust middle-office services and practice development programs to foster growth.

Outside of his extensive financial services career, Jim is active and enjoys snow skiing, hiking, pickleball, and baseball. He also values reading and spending quality time with his family.

After graduating from college, he served for over three years as a regulator with the Arizona Corporation Commissions Securities Division.

Personality Overview

Requires Proof

ROI Driven

Curious But Skeptical

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

Topics They Care About

Supporting Independent Advisors
His entire career and the mission of his company, Dynamic Advisor Solutions, are dedicated to empowering and providing comprehensive support for independent financial advisors.
Practice Development
A core specialty he offers, focused on providing advisors the tools and services needed to grow their practices and enhance their client experience.
Fintech Integration
He emphasizes the need for an open-architecture technology platform that integrates various tools to provide advisors with freedom and robust data aggregation.

Media Appearances

Jim Cannon – Founder and CEO at Dynamic Advisor Solutions. Featured in TheOrg.com

See Now

Work History

2009
Founder and CEO at Dynamic Advisor Solutions
2005 - 2008
President/CEO at AIG Financial Advisors, Inc
2001 - 2005
President/CEO at SunAmerica Securities, Inc.
2000 - 2005
President/CEO at Sentra Securities Corporation/Spelman & Co. Inc.
5-1995 - 8-2000
Executive Vice President at SunAmerica Securities Inc

Education

1981 - 1983
B.S. from Arizona State University

More Information

Social Presence :

Prographics :

Exp : 30 Location : Phoenix, Arizona, United States Job Level : Leadership Designation : Founder and CEO at Dynamic Advisor Solutions
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Ask them questions to understand their needs better while staying affable
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

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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