Jon Sweet

Critic
DISC Type : C

Owner at Oak Leaf Wealth Management

North Smithfield, Rhode Island, United States

Overview

Jon Sweet is a CERTIFIED FINANCIAL PLANNER® professional and a founding member of Oak Leaf Wealth Management, with a career in financial planning spanning over 30 years. He began at American Express and now specializes in retirement planning and asset allocation, recently recognized as a top 3% Chairmans Level advisor by Commonwealth Financial Network.

Outside of work, Jons interests include playing guitar, boxing, hiking, and reading. A Boston Bruins hockey fan, he splits his time between Massachusetts and Wyoming with his wife, son, daughter, and two dogs. He also enjoys spending time with his granddaughter.

As a teenager, Jon spent a year sailing on a tall ship.

Personality Overview

Information Seeker

ROI Driven

Precise

They prefer to analyze logically and value objective facts over emotions.  They like to take decisions independently and do not seek others' support often. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Investment Strategy
He has a deep background in this area, having been selected to teach "Asset Allocation" and "Modern Portfolio Theory" to hundreds of advisors early in his career.
Retirement Planning
This is a primary specialization for his firm, and he frequently shares content related to financial considerations for retirement.
Women's Financial Independence
His website states he is dedicated to this cause, influenced by being raised by a single mother, and his daughter has joined him in this field.

Media Appearances

Jon has no verified media appearances

Work History

1-1998
Owner at Oak Leaf Wealth Management
1994 - 1997
Asset Allocation and Investment Specialist at American Express Financial Advisors
1990 - 1998
District Manager and Managing Principal at American Express Financial Advisors
1985 - 1998
Financial Planner at American Express Financial Advisors

Education

1982 - 1985
Accounting from Boston University
1978 - 1981
Non-Professional General Legal Studies (Undergraduate) from State University of New York Cortland

More Information

Social Presence :

Prographics :

Exp : 41 Location : North Smithfield, Rhode Island, United States Job Level : N/A Designation : Owner at Oak Leaf Wealth Management
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Insights For Selling To Jon

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be formal and objective, they will appreciate it more
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jon is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Jon

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Jon move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Jon take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Jon

Personality Compatibility


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