Jim Chapman, CPFA, AIF

Questioner
DISC Type : c

Consultant at LoVasco Consulting Group

Detroit Metropolitan Area, United States

Overview

Jim Chapman is a Consultant at LoVasco Consulting Group, specializing in retirement plan consulting. An alumnus of Albion College, he holds both the Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Adviser (CPFA) designations, focusing on helping plan sponsors with compliance and fiduciary duties.

He was recognized as one of the nation’s “Top Retirement Plan Advisers” by PLANADVISER magazine.

Personality Overview

Not Easily Convinced

Value Seeker

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to do thorough analysis of any situation. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Fiduciary Responsibility
Writes frequently on the obligations fiduciaries have under ERISA and helping plan sponsors understand their roles.
Retirement Plan Design
Focuses on building retirement plans that effectively engage employees, ensure compliance, and simplify administration for HR teams.
Provider Benchmarking
Advocates for evaluating retirement plan providers based on the quality of service and overall experience, not just fees or performance.

Media Appearances

Jim has no verified media appearances

Work History

1-2022
Consultant at LoVasco Consulting Group
1-2021 - 1-2022
Senior Analyst at LoVasco Consulting Group
5-2018 - 1-2021
Investment Analyst, Retirement Plan Consulting at LoVasco Consulting Group
6-2017 - 8-2017
Equity Research Analyst Intern at NorthPointe Capital
1-2017 - 6-2017
Credit Analyst Intern at Level One Bank

Education

Bachelor of Arts - BA from Albion College

More Information

Social Presence :

Prographics :

Exp : 16 Location : Detroit Metropolitan Area, United States Job Level : Mid-senior Designation : Consultant at LoVasco Consulting Group
URL has been copied!

Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question
  • Back up any claims with data and numbers

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jim

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jim take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Jim

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.