Jonathan Khalavsky, CFP®AIF®

Critic
DISC Type : C

Senior Wealth Partner at Endurance Wealth Partners

New York, New York, United States

Overview

Jonathan has no verified overview

Personality Overview

ROI Driven

Negotiator

Objective Thinker

They prefer to do logical analysis and value evidence over emotions.  It is very likely that they will negotiate pricing or other important terms. They enjoy working alone and do not rely on others very often.

Topics They Care About

Jonathan has no verified topics they care about

Media Appearances

Jonathan has no verified media appearances

Work History

2-2024
Senior Wealth Partner at Endurance Wealth Partners
1-2018 - 2-2024
Senior Wealth Manager at FFP Wealth Management, Inc
3-2012 - 1-2018
Wealth Management Associate at FFP Wealth Management, Inc
8-2008 - 3-2012
Financial Solutions Advisor at Merrill Lynch
9-2006 - 3-2008
Client Sales Associate at UBS Financial Services

Education

2008 - 2010
Finance from Fairleigh Dickinson University
2004 - 2008
BBA from Baruch College

More Information

Social Presence :

Prographics :

Exp : 19 Location : New York, New York, United States Job Level : N/A Designation : Senior Wealth Partner at Endurance Wealth Partners
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don't give superficial answers, they are easily rattled by them
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

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

  • 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 Jonathan move?

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

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

You And Jonathan

Personality Compatibility


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