Jonathon Frey

Evaluator
DISC Type : Dcs

Financial Advisor at Eagle Strategies, LLC

Madison, Wisconsin, United States

Overview

Jonathon is a financial advisor at Eagle Strategies, LLC, specializing in wealth management, retirement strategies, and estate planning. A graduate of the University of Wisconsin-Madison, he helps clients protect and grow their wealth. He has been recognized by Forbes as a Top Best-in-State Financial Security Professional.

Before his career in finance, Jonathon was immersed in the cycling industry with roles at Trek Bicycle Corporation and Saris Cycling Group. This background points to a strong personal passion for cycling, and he has previously competed in local off-road mountain bike races in Wisconsin.

Jonathon made a significant career transition from being a Regional Manager in the cycling industry to becoming a dedicated financial advisor.

Personality Overview

Fast But Analytical

Quality Focused

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Retirement Planning
He focuses on helping clients navigate financial decisions and avoid common "blind spots" to ensure they are well-prepared for a secure retirement.
Wealth Management
His core practice is centered on providing innovative products and services to help individuals, families, and business owners grow and protect their wealth.
Estate Planning
He advises clients on the importance of planning now to create a lasting legacy and ensure their financial wishes are followed by future generations.

Media Appearances

Jonathon has no verified media appearances

Work History

11-2020
Financial Advisor at Eagle Strategies, LLC
8-2016
Registered Representative at NYLIFE Securities LLC
7-2015
Agent at New York Life Insurance Company
6-2014 - 5-2015
Inside Sales Representative at Trek Bicycle Corporation
10-2012 - 12-2013
Regional Manager - Northwestern United States at Saris Cycling Group

Education

2004 - 2009
Bachelor of Arts (BA) from University of Wisconsin-Madison

More Information

Social Presence :

Prographics :

Exp : 19 Location : Madison, Wisconsin, United States Job Level : Junior Designation : Financial Advisor at Eagle Strategies, LLC
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Insights For Selling To Jonathon

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t focus on relationship, focus purely on the merit of your product
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathon is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jonathon

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jonathon move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jonathon take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jonathon

Personality Compatibility


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