Jon Adams

Critic
DISC Type : C

Financial Advisor at Northwestern Mutual

Lake Forest, Illinois, United States

Overview

Jon Adams is a Forbes-recognized Private Wealth Advisor at Northwestern Mutual, specializing in helping clients achieve financial security through disciplined planning. A graduate of Western Illinois University, where he played baseball, he is frequently described by clients as patient, thoughtful, and an expert in his field.

Growing up in a military family, Jon has lived around the world but now resides in Chicago. He is an active community member, supporting charitable causes like Alexs Lemonade Stand Foundation for childhood cancer research and volunteering to promote financial literacy for teens.

Unique fact: In addition to his Forbes accolades, Jon was a collegiate baseball player at Western Illinois University.

Personality Overview

Negotiator

Critic

ROI Driven

They prefer to do logical analysis and value evidence over emotions.  They are quite likely to negotiate on pricing or other key terms. They enjoy working alone and do not rely on others very often.

Topics They Care About

Financial Security
His stated mission is to motivate people to create financial security for themselves and their families through wealth accumulation and risk management.
Wealth Preservation
He focuses on helping clients preserve their wealth, particularly in the face of market uncertainty and evolving tax policies, as mentioned in his professional summary.
Childhood Cancer Causes
He actively supports Alex's Lemonade Stand Foundation through Northwestern Mutual to help fund research and support families of children with cancer.

Media Appearances

Jon Adams – Northwestern Mutual – Forbes Profile. Featured in Forbes

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Jon Adams, Financial Advisor - Skokie, IL 60077. Featured in Northwestern Mutual

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Work History

4-2014
Financial Advisor at Northwestern Mutual
4-2012 - 2-2014
Mortgage Loan Officer at Motorola Employees Credit Union
12-2010 - 4-2012
Advisor at Morgan Stanley
12-2006 - 12-2010
Assistant Manager at Wells Fargo Financial

Education

2002 - 2006
Bachelor of Arts (BA) from Western Illinois University
8-1998 - 6-2002
Education details unavailable from Quincy Senior High School

More Information

Social Presence :

Prographics :

Exp : 18 Location : Lake Forest, Illinois, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Jon

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Be ready to answer many clarity-seeking questions and requests for information
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jon is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Jon

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Jon move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Jon take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Jon

Personality Compatibility


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