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Jonathan K. DeYoe's Page
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Profile Information
- What company (companies) do you represent?
- DeYoe Wealth Management
- Website:
- http://www.deyoewealthmanagement.com
- Where is your personal office? (City, State/Province, Country)
- Berkeley, CA
- Where do you personally sell?
- We have clients across the nation and a few scattered around the world, but our focus is on the San Francisco Bay Area.
- Describe your company's offerings
- DeYoe Wealth Management is a holistic wealth management firm where neutral, objective guidance and client advocacy are a given. We help our clients make the right decisions for their futures by listening first, followed by education, communication and service which exceeds our client's expectations. Ask us why we call, e-mail, write, invite, present, and sit with our top clients more than 100 times per year.
We work with owners of privately held companies and their senior executives to turn business success into personal financial freedom. We help them create and protect wealth, grow and manage that wealth, and enrich their lives.
- Which industry do you represent? (How would a client or partner label your service offering?)
- Change Management, Corporate Benefits, Human Resources, Other
- Which titles make purchase decisions for your offerings?
- CEO/Owner, Finance, Human Resources
- Do you target specific types or sizes of companies? If so, please explain.
- We work primarily with owners of small-medium sized privately held companies.
- Who are your power partners? (Who refers business to you? What business are they in?)
- Tax and Legal Professionals.
Outside consultants.
- What are some symptoms that a prospect might need your offering?
- Concerns about the complexity of the benefits package.
Driven to provide great retirement benefits to employees.
Desire to see employees gain personal financial success.
Need to limit personal liability for business concerns.
Interested in creating 'carve-out' benefits for key employees.
Looking to transition out of their company.
- What differentiates you as a possible business partner?
- Seamless Proactive Service. Our goal is to provide Four Season's service with FedEx efficiency. We know, generally, how the pieces of a financial puzzle fit together. You know, specifically, all the moving parts in your life. Together, we can help you create True Wealth and Relentless Happiness.
- Who first told you about the B2B Power Exchange Community?
- Chris Pareja
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