John Benton

Doer
DISC Type : sd

Financial Planner at Prudential Advisors at Chartered Financial Services, LLC

Warren, New Jersey, United States

Overview

John Benton is a financial planner and the founder of Chartered Financial Services with over 35 years of experience. Specializing in strategies for high-net-worth individuals and executives, he holds ChFC® and CLTC® designations and earned a B. S. in Economics from Rutgers University.

Outside of work, John is deeply committed to his community. He has served as a volunteer firefighter for the Chatham Township Volunteer Fire Department since 2001. He also dedicates time to mentoring students through his college fraternity, Sigma Phi Epsilon, and supports the Rutgers University Foundation.

He runs his firm alongside his wife and business partner, Nina, and their two daughters, Sara and Emily.

Personality Overview

Strategic Planner

Fast-paced

Results Focused

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Community Leadership
Serves as a volunteer firefighter in his community since 2001 and has been on the Board of Trustees for his fraternity since 1989, mentoring young men.
High-Net-Worth Planning
His practice focuses on creating custom financial, estate, and legacy planning strategies for highly compensated corporate executives and other affluent clients.
Rutgers University
As a proud Rutgers alumnus, he supports the university's foundation and provides financial education and consultations for student-athletes.

Media Appearances

John has no verified media appearances

Work History

6-1986
Financial Planner at Prudential Advisors at Chartered Financial Services, LLC

Education

1982 - 1986
Bachelor of Arts from Rutgers, The State University of New Jersey-New Brunswick

More Information

Social Presence :

Prographics :

Exp : 39 Location : Warren, New Jersey, United States Job Level : N/A Designation : Financial Planner at Prudential Advisors at Chartered Financial Services, LLC
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't go over them unless you are left with no other option
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from John

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will John move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can John take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And John

Personality Compatibility


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