CJ helps advisors understand the sales process and shows them the process by being the primary initial "3rd party expert" on calls.
CJ will review lead portfolio(s). He will be the one telling the lead how marginal or bad their current portfolio is. He will be the one who convinces them to move their AUM.
CJ also understands the value of FIAsin portfolio construction.
CJ is a professional at the “ask” and motivating clients to sign the paperwork to move forward.
