Jonathan Camarda
CFA®, CAIA®, CMT®, CIMA®, CFTe®, CHP®, CPWA®, CFP®, ChFC®, CLU®, CFS®, CPEP®, CIBA®
Jonathan clearly is very passionate about advanced wealth knowledge. He has specialized in building and preserving wealth for families and businesses since 1993.
His experience in portfolio management, equity and bond markets, advanced estate planning for high net worth families, global macro analysis, alternative assets/hedge funds, and technical and fundamental analysis has earned him a respected role as “quarterback” for clients and their wealth teams of CPA’s, attorneys, and other core advisors.
Among his many designations, he’s completed all three “gold standard” portfolio management programs, the Chartered Financial Analyst® (CFA®), Chartered Market Technician® (CMT®), and the Certified Investment Management Analyst® (CIMA®), as well as the CFP® and advanced Certified Private Wealth Advisor (CPWA®).
Sales Mentor
Click here to sign up for a webinar where CJ goes over his sales process,
and how he mentors and helps advisors onboard NEW AUM!
Smart Asset Leads
Using Smart Asset leads to grow your AUM works great IF you know how to move clients through the sales process.
And that’s the rub…most advisors 1) do not have a good sales process and 2) those that do still fail to convert “prospects” into clients.
Jonathan has consistently brought in $15-$20 million in new AUM from Smart Asset leads each year.
As ASWM’s top sales mentor, his services are exclusively available to IARs at ASWM.
In short, you buy the leads, and he will mentor you on how to onboard new AUM.
He will even jump on client calls with you, where he will talk with leads and help them understand why they need to move their AUM to ASWM.
Learning CJ’s sales process and how he talks with clients is invaluable!
Advisor’s Leads
Before you read the following, you should know that in the first 30 days of working with IARs at ASWM (or advisors in our “Advisor Launchpad” platform), CJ has already helped advisors onboard over $3 million. We expect CJ to help advisors onboard $50+ million in new money each year.
While not all advisors want to buy Smart Asset leads, all advisors want to onboard more AUM through a better sales process.
I’ll get back to you…this is the statement far too often advisors hear from consumers they have talked with about why they should move AUM from their current advisor to the new advisor. For many, this is the kiss of death, and they know the potential client will not be coming on board.
Getting to YES!
As part of CJ’s process to help advisors understand the sales process, he will be the primary person on calls with clients or leads. He will be the one reviewing their portfolio(s). He will be the one touting the virtues of the AUM platform of ASWM. He will be the one who convinces them to move their AUM to ASWM.
Where most advisors fail is when they make the “ask.” The ask is, are you ready to move your money to our killer ASWM RIA platform?
CJ is a professional at the “ask” and motivating clients to sign the paperwork to move their money.
As an exclusive resource to ASWM, he will make himself available to our IARs and mentor/teach them his sales process and how to succeed with the “ask” and gather millions in new AUM every year.
So, if you are good at getting in front of clients but struggle to onboard their AUM, you should sign up to work with CJ. Learning his sales process will forever change the way you do business.
Reach Your Goals Now
Ready to learn more about AS Wealth Management and why we may be a good fit to help provide better risk adjusted return portfolios to your client, while simultaneously helping you better market yourself and grow your revenue?
Give us a call
206-803-6216
Email us
blair@advisorsharewm.com
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