Tony Ashton, CLU

Inquirer
DISC Type : cd

Financial Advisor at National Financial Alliance

Othello, Washington, United States

Overview

Tony Ashton is an experienced financial advisor and the owner of GPS Investments, with over 25 years in the industry. He specializes in providing expert guidance for long-term financial success and holds an associates degree from Brigham Young University - Idaho. He has also achieved "Top of the Table" recognition.

Tony is deeply committed to philanthropy through the Jacksen Ashton Foundation, which he established in his sons memory. The foundation supports higher education by providing scholarships to students, funded in part by an annual memorial motorcycle ride he organizes.

He founded a 501(c)3 charity, the Jacksen Ashton Foundation, which provides college scholarships in memory of his son.

Personality Overview

Demanding

Judgemental

Upfront

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

Topics They Care About

Succession Planning
He recently served as an expert panelist on this subject at the Forum 400, showcasing his specialized knowledge in this area.
Supporting Education
He runs the Jacksen Ashton Foundation, a non-profit dedicated to providing higher education scholarships to honor his son's memory.
Generational Wealth
A core part of his practice involves helping families create a "100 Year Vision, " focusing on long-term financial legacy and security.

Media Appearances

Tony has no verified media appearances

Work History

1-2020
Financial Advisor at National Financial Alliance
10-2019
Owner at GPS Investments
1-2007
Partner at AFG Brokerage
1-1993
Financial Advisor at GPS Financial, LLC
1-1993
Insurance Representative at Ashton Financial

Education

1991 - 1993
Associates from Brigham Young University - Idaho

More Information

Social Presence :

Prographics :

Exp : 33 Location : Othello, Washington, United States Job Level : Junior Designation : Financial Advisor at National Financial Alliance
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Insights For Selling To Tony

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Be crisp while making the pitch

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Avoid repeating yourself or making generalizations
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tony is

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

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

Insights For Deal Planning

    How fast (or slow) will Tony move?

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

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

You And Tony

Personality Compatibility


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