Jon Ferrara, CIM®

Observer
DISC Type : ic

Senior Portfolio Manager & Senior Investment Advisor at TD Wealth Private Investment Advice at TD

London, Ontario, Canada

Overview

Jon has no verified overview

Personality Overview

Value Driven

Curious

Assertive

They are generally good communicators and can be hard to convince.  They are likely to ask many questions and look heavily for supporting information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Jon has no verified topics they care about

Media Appearances

Jon has no verified media appearances

Work History

8-2013
Senior Portfolio Manager & Senior Investment Advisor at TD Wealth Private Investment Advice at TD
12-2011 - 8-2013
Small Business Advisor at TD
2-2009 - 12-2011
Stock Broker at TD Ameritrade
3-2005 - 2-2009
President at Ferrara & Liu Holdings Inc.

Education

2000 - 2004
BACS from Western University
Canadian Securities Course from Canadian Securities Institute

More Information

Social Presence :

Prographics :

Exp : 21 Location : London, Ontario, Canada Job Level : Middle Designation : Senior Portfolio Manager & Senior Investment Advisor at TD Wealth Private Investment Advice at TD
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Insights For Selling To Jon

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Avoid making offhand commitments
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jon is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Jon

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Jon move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Jon take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Jon

Personality Compatibility


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