Jordan Hirsch

Critic
DISC Type : C

Financial Advisor at Wealth Solutions Partners

Fort Lauderdale, Florida, United States

Overview

Jordan is a Financial Advisor at Wealth Solutions Partners in South Florida, providing comprehensive financial planning for successful professionals and entrepreneurs. A University of Central Florida finance graduate with Series 7 and 66 certifications, he is described as having a thoughtful and grounded presence, committed to providing clients with financial clarity.

As a self-described professional and entrepreneur, Jordan values resilience, adaptability, and the power of building meaningful, long-term relationships. He is passionate about helping driven individuals grow and believes that success is forged by overcoming challenges, drawing lessons from his own journey and experiences.

He has a unique background in leadership, having supervised a staff of 15 people as a Unit Leader at a camp.

Personality Overview

Critic

Negotiator

Objective Thinker

Unless the value is proven by data, they are unlikely to value fancy features.  They like to take decisions independently and do not seek others' support often. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Financial Planning
His work focuses on creating clarity, structure, and confidence for individuals, families, and business owners who have complex financial lives.
Professional Networking
He authored a post titled, "Your network is your net worth, " emphasizing the importance of building intentional, meaningful relationships for professional growth.
Personal Resilience
He believes success isn't built in comfort but is forged in challenges, a key theme in his professional philosophy and personal journey.

Media Appearances

Jordan has no verified media appearances

Work History

2-2025
Financial Advisor at Wealth Solutions Partners
1-2024 - 12-2024
Financial Professional at Equitable Advisors
8-2023 - 12-2024
FMA UCF at Financial Management Association At The University Of Central Florida
8-2019 - 7-2021
Clerk and Bookkeeper at Bergman Hirsch Spilfogel Tyman
6-2019 - 8-2019
Unit Leader at Camp Lenox

Education

Bachelor of Business Administration - BBA from University of Central Florida
Bachelor of Business Administration - BBA from University of South Florida

More Information

Social Presence :

Prographics :

Exp : 5 Location : Fort Lauderdale, Florida, United States Job Level : N/A Designation : Financial Advisor at Wealth Solutions Partners
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Insights For Selling To Jordan

During A Call Or A Meeting

DO's

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

DONT's

  • Do not use very emotional or colorful language
  • Don’t try too hard to build a relationship with 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 Jordan is

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

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

Insights For Deal Planning

    How fast (or slow) will Jordan move?

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

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

You And Jordan

Personality Compatibility


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