Michael Jordan, DipPFS, RICP®

Go-getter
DISC Type : d

CEO | Founder | Wealth Manager at Sterling Global Wealth Group

Miami-Fort Lauderdale Area, United States

Overview

Michael is the CEO and Founder of Sterling Global Wealth Group, specializing in cross-border wealth management for U. S. /U. K. connected professionals. As a dual-qualified manager and Retirement Income Certified Professional, he integrates investment strategy with tax-efficient financial and retirement planning.

As a U. K. expatriate living in the United States, Michael has firsthand experience navigating the complex financial challenges of a cross-border life. This personal journey deeply informs his professional dedication to helping other globally connected individuals and families manage their wealth across different jurisdictions.

His business specialization stems directly from solving the complex financial challenges he faced personally as a UK expat.

Personality Overview

Fast-Paced

Challenger

Decisive

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 don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Cross-Border Planning
He specializes in holistic wealth management for professionals and families whose financial lives span the United States and the United Kingdom.
Retirement Income
As a Retirement Income Certified Professional (RICP®), he focuses on designing sustainable retirement income strategies for his clients.
UK Tax Changes
He actively writes about and analyzes the impact of UK tax policies, like the Autumn Budget, on pensions, property, and inheritance planning for expats.

Media Appearances

Michael has no verified media appearances

Work History

1-2026
CEO | Founder | Wealth Manager at Sterling Global Wealth Group
9-2023
Managing Partner| Wealth Manager| Financial Planner| Investment & Risk Management| at BlackPoint Capital Partners
5-2017 - 9-2023
Regional Manager: USA & Senior Financial Planner at Skybound Wealth Management, LLC
6-2016 - 5-2017
Investment Advisor at deVere Group
10-2015 - 7-2016
Wealth Manager at Lloyds Bank Private Banking

Education

1-2023 - 7-2024
Retirement Income Certified Professional from The American College of Financial Services
FINRA Series 65 (NASAA) - The Uniform Investment Adviser Law Examination from Kaplan College

More Information

Social Presence :

Prographics :

Exp : 27 Location : Miami-Fort Lauderdale Area, United States Job Level : Leadership Designation : CEO | Founder | Wealth Manager at Sterling Global Wealth Group
URL has been copied!

Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Stress on the business value that your product offers
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Refrain from asking too many questions
  • Don't try too hard to get friendly, let it happen with time
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Michael

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Michael take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Michael

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.