Raymond Seifritz

Inquirer
DISC Type : cd

Product Manager at Quotient Advisor Community

Avondale, Arizona, United States

Overview

Raymond is a financial services professional and Product Manager at Quotient Advisor Community. With over two decades of experience supporting advisors, he specializes in broker-dealer supervision, variable annuities, and alternative investments. He holds a Chartered Financial Consultant (ChFC®) designation and a B. S. in Accountancy from Northern Arizona University.

He is passionate about the professional success of financial advisors, often using stories and parables to illustrate key concepts like the balance between Emotional Quotient (EQ) and Intelligence Quotient (IQ). Raymond is dedicated to fostering industry collaboration and ethical practices through community building.

He is currently establishing and managing the Quotient Advisor Community, a unique online platform for financial advisors and wealth managers.

Personality Overview

Upfront

Hard To Convince

Judgemental

They care equally about the product and its potential impact.  They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Financial Advisor Success
He builds communities for advisors and writes about key success factors, such as the balance between Emotional Quotient (EQ) and Intelligence Quotient (IQ).
Investment Suitability
His career includes managing teams that conduct suitability reviews for variable annuity and alternative investment transactions for retail clients.
Online Community Building
He is currently focused on establishing and managing the Quotient Advisor Community, a new online platform specifically for financial professionals.

Media Appearances

Raymond has no verified media appearances

Work History

4-2025
Product Manager at Quotient Advisor Community
6-2024
Product Manager at Lucia Capital Group
4-2020 - 6-2024
Senior Supervision Controls Developer at Osaic
9-2017 - 4-2020
Sales Supervision Manager at Osaic
7-2014 - 9-2017
Senior Sales Supervision Trade Specialist at Osaic

Education

1997 - 2001
B.S. in Accountancy from Northern Arizona University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Avondale, Arizona, United States Job Level : Middle Designation : Product Manager at Quotient Advisor Community
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Insights For Selling To Raymond

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Tell them that you are there to help them create visible impact within their organization
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Avoid long winding pitches, stay objective
  • 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 Raymond is

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

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

Insights For Deal Planning

    How fast (or slow) will Raymond move?

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

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

You And Raymond

Personality Compatibility


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