John Endriss

Enthusiast
DISC Type : i

Director of Advanced Case Design at Crescent Wealth Advisory

Atlanta, Georgia, United States

Overview

John Endriss is the Director of Advanced Case Design at Crescent Wealth Advisory, where he specializes in wealth accumulation, conservation, and transfer strategies for affluent clients. He holds multiple advanced designations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC).

There is no publicly available information about his personal life.

He is charged with creating unique design solutions and presentations for high-net-worth clientele and their advisors.

Personality Overview

Story Driven

Consensus Focused

Amiable & Agreeable

Unlike D or C types, they are convinced more by stories and testimonials.  They agree with others often, so exercise caution when relying on their word. They are more about building relationships than just cutting deals.

Topics They Care About

Wealth Transfer
His role focuses on consulting and advising on strategies for wealth accumulation, conservation, and transfer tailored to an affluent clientele.
Advanced Case Design
His job title reflects his specialization in creating custom financial solutions and presentations for high-net-worth individuals and their advisors.
Estate Planning
His background includes extensive work in estate, financial, and charitable planning, particularly for the ultra-affluent market.

Media Appearances

John has no verified media appearances

Work History

2-2024
Director of Advanced Case Design at Crescent Wealth Advisory
4-2005 - 1-2023
Director of Advanced Markets at Nease, Lagana, Eden & Culley
4-2003 - 4-2005
SunTrust Securities Account Manager at BISYS
3-2001 - 5-2003
Brokerage Manager at The Dempsey Companies
10-1997 - 3-2001
Brokerage Manager at New England Financial

Education

1983 - 1985
Education details unavailable from University of South Florida
1981 - 1983
AA from State College of Florida-Manatee-Sarasota

More Information

Social Presence :

Prographics :

Exp : 39 Location : Atlanta, Georgia, United States Job Level : Mid-senior Designation : Director of Advanced Case Design at Crescent Wealth Advisory
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Speak from experience about success that the product has seen with other customers
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from John

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will John move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can John take some risk or not?

  • If it seems really necessary, they can take small risks.

You And John

Personality Compatibility


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