Jordan McLoughlin

Activist
DISC Type : Cd

Principal Advisor at WealthWise Planning Inc

London, Ontario, Canada

Overview

Jordan McLoughlin is a Principal Advisor at WealthWise Planning in London, Ontario, with over 15 years of experience in the financial industry. He specializes in comprehensive planning for investments, insurance, and retirement, holding both a Branch Managers Certification and a Life Licensing Qualification Program (LLQP) designation.

His professional background in accounting provides a unique analytical foundation for his role as a trusted financial advisor to clients across southwestern Ontario.

Personality Overview

Logical And Quick

Meticulous

Perfectionist

They can be nudged to make faster decisions by offering what they value.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact.

Topics They Care About

Holistic Financial Planning
His practice offers clients comprehensive planning solutions for investments, insurance, mortgages, and retirement.
Retirement Strategies
A key focus of his work is helping clients achieve their life-long financial goals, with a specific mention of retirement planning.
Accessible Financial Advice
Has publicly used the hashtag #FinancialAdviceForAll, indicating a passion for making financial guidance more accessible.

Media Appearances

Jordan has no verified media appearances

Work History

12-2022
Principal Advisor at WealthWise Planning Inc
1-2016 - 5-2017
Co-Branch Manager at Quadrus Investment Services Ltd.
3-2012 - 5-2017
Director, Business Development at Freedom 55 Financial
6-2006 - 12-2022
Financial Security Advisor at Freedom 55 Financial
10-2003 - 2-2006
Consumer Credit Analyst at Citi Cards Canada Inc.

Education

2016 - 2016
Branch Managers'​ Certification Course from Investment Funds Institute of Canada
2006 - 2006
Life Licensing Qualification Program (LLQP) from Financial Services Commission of Ontario (FSCO)

More Information

Social Presence :

Prographics :

Exp : 17 Location : London, Ontario, Canada Job Level : Mid-senior Designation : Principal Advisor at WealthWise Planning Inc
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Insights For Selling To Jordan

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Get to the point quickly instead of spending too much time on pleasantries
  • Be crisp while making the pitch

DONT's

  • Avoid long winding pitches, stay objective
  • Avoid repeating yourself or making generalizations
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jordan is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Jordan

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Jordan move?

  • Their decision making speed is somewhere in the middle.
  • Can Jordan take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Jordan

Personality Compatibility


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