John Fay

Questioner
DISC Type : c

Wealth Management Advisor & Field Director at Northwestern Mutual

Decatur, Georgia, United States

Overview

John Fay is a Forbes-recognized Wealth Management Advisor with Northwestern Mutual, holding CFP® and CLU® certifications. He leverages his prior 14-year career in construction management and a Civil Engineering degree from Georgia Tech to provide comprehensive financial security planning for families and businesses.

Outside of work, John is a dedicated family man with a wife and four children. He is deeply committed to philanthropy, actively fundraising for childhood cancer research through Alexs Lemonade Stand Foundation and serving on the board of Georgia BUILT, a community-focused professional organization.

He made a distinct career change from a commercial construction project manager to a nationally recognized financial advisor.

Personality Overview

Price-Sensitive

Not Easily Convinced

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation.

Topics They Care About

Childhood Cancer Causes
He actively supports and raises funds for Alex's Lemonade Stand Foundation and the Aflac Cancer and Blood Disorders Center to combat childhood cancer.
Financial Security
His professional purpose is to deliver comprehensive financial security and planning to families and business owners through education and customized plans.
Community Philanthropy
He serves as Board Secretary for Georgia BUILT, an organization focused on community service and philanthropy within the local industry, winning their "Go-Giver Award".

Media Appearances

John has no verified media appearances

Work History

12-2010
Wealth Management Advisor & Field Director at Northwestern Mutual
1-2006 - 12-2010
Project Manager, LEED AP at Hodges & Hicks General Contractors
1-2002 - 12-2005
Project Manager at R.J. Griffin & Company
1-1997 - 12-1999
Construction Management Co-op at Speedway SuperAmerica LLC

Education

1996 - 2001
Bachelor of Science in Civil Engineering from Georgia Institute of Technology

More Information

Social Presence :

Prographics :

Exp : 26 Location : Decatur, Georgia, United States Job Level : Mid-senior Designation : Wealth Management Advisor & Field Director at Northwestern Mutual
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John 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 John

  • 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 John move?

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

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


You And John

Personality Compatibility


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