Jonathan Scheid, CFA, AIF®

Questioner
DISC Type : c

President at Focus Partners Advisor Solutions

San Jose, California, United States

Overview

Jonathan Scheid serves as the President of Focus Partners Advisor Solutions, drawing on extensive experience from prior leadership roles at Buckingham Wealth Partners. He is a Chartered Financial Analyst (CFA) and Accredited Investment Fiduciary®, holding a Bachelor of Science in Commerce from Santa Clara University.

His professional focus is on delivering comprehensive wealth management platforms and practice support that empower financial advisors. He actively engages in topics such as launching new RIA firms, implementing tax-aware investment strategies, and navigating complex market environments to better serve clients.

He has co-authored detailed articles on investment portfolio strategies specifically for rising interest rate environments.

Personality Overview

Systematic

Not Easily Convinced

Price-Sensitive

They prefer to fully evaluate every situation.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

RIA Founder Support
He promotes and participates in webinars designed to guide new RIA founders through the logistics of launching and scaling their firms effectively.
Tax-Aware Investing
He shares content about closing the tax planning gap in wealth management, emphasizing how technology makes tax-aware decision-making more achievable for advisors.
Fixed Income Strategy
He has co-authored publications analyzing specific strategies for positioning investment portfolios during periods of rising interest rates, demonstrating his expertise.

Media Appearances

Jonathan Scheid, President, Focus Partners Advisor Solutions (0625). Featured in Vimeo

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Work History

10-2023
President at Focus Partners Advisor Solutions
1-2022 - 10-2023
Managing Director, Advisory Solutions at Buckingham Wealth Partners
10-2019 - 12-2021
Managing Director, Solutions at Buckingham Strategic Partners
12-2018 - 10-2019
Vice President, Portfolio Strategy and Education at Buckingham Strategic Partners
6-2018 - 11-2018
Vice President, Portfolio Services & Education (at Loring Ward) at Buckingham Strategic Partners

Education

1994 - 1998
BSC from Santa Clara University

More Information

Social Presence :

Prographics :

Exp : 26 Location : San Jose, California, United States Job Level : N/A Designation : President at Focus Partners Advisor Solutions
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan 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 Jonathan

  • 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 Jonathan move?

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

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Jonathan

Personality Compatibility


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