Josh has been named a finalist for Advisor of the Year!

posted by jalinski on Aug 3, 2010

Centennial, CO, August 6, 2010—Senior Market Advisor*, one of the leading monthly business publication for advisors and producers serving the senior market, announced that Josh Jalinski is a finalist for its 2010 Advisor of the Year Award.

“We strive to celebrate the independent advisor and I believe we have done a great job of that this year with the five finalists,” said Daniel Williams, editor of Senior Market Advisor.”All of these finalists are terrific producers, who also uphold high ethical standards and have an innate ability to understand their client’s greatest needs.”

“While there’s been talk that the financial advisory industry is aging, just like the rest of the country, there are more than a few young advisors joining the ranks and helping to keep the business dynamic and cutting edge. Josh Jalinski is one of the most motivated of that new wave of advisors.

And while Jalinski says hosting a sometimes politically charged radio show is a great innovation, it’s the relations he has with his clients that helps set him apart. That and his unstoppable work ethic.

“I grew up in the middle of the Jersey Shore, which is a hotbed of retirees, and I started working as a lifeguard when I was 14—and that’s when I noticed I seemed to relate more to the 70-plus generation than to my own, or even to boomers like my parents,” Jalinski says. “I was kind of like this Alex P. Keaton-type kid with a lifelong Democrat grandmother who lived with us.”

Off to an early start
Jalinski’s father was a banker and Jalinski followed suit, starting at OceanFirst Bank when he was just 18.  He married at 21 and began taking his first steps as an advisor.

Jalinski says that his move was his decision to start hosting a radio show on WOBM, a popular AM station best known for playing Sinatra and the standards. He says he’s able to use the show (which now airs daily) to develop interest in financial planning.

He’s also not shy to include a lot of his conservative-leaning ideas in the discussions on his show. “It’s sort of the Fox News approach to financial planning,” he laughs. “I do get the most response when I’m overt about it. I just don’t bring those kind of discussions into my seminars or my talks with clients.”

Hard work
And just what is the secret to a million-dollar year, when many of his contemporaries are working at Starbucks or living in their parents’ basements? Hard work is crucial, he says, as well as covering all of his bases with a full suite of designations, including the Series 6, 7, 24 and 66 and various insurance licenses.

“I’m like a machine sometimes we do 30 appointments a week, but that’s the way to do it. I would so much rather help someone with just $100,000 to his name—that alone is sort of like a financial ministry to people. And if you do 30 meetings a week, success just becomes a numbers game.”

**In the interest of full disclosure: A record number of nominees were evaluated by the editorial staff of Senior Market Advisor based on the following criteria:

1.)Have a minimum of five consecutive current years as an advisor

2.) Have garnered a minimum of $5 million in annuity/life insurance premium in PERSONAL production during 2009; or have sold a minimum of $400,000 in Long Term Care Insurance premium in PERSONAL production during 2009

3.)Clear a 7-year background check for civil, criminal and business violations by the National Ethics Bureau (for complete details about the background check, visit www.ethicscheck.com)

4.)Have an average client age of 60 or older

5.)Be able to demonstrate a commitment to community involvement

*Disclosures:

The Advisor did not pay a fee to be considered as a finalist for the “Advisor of the Year” award given by Senior Market Advisor magazine.

The “Advisor of the Year” award is not indicative of the Advisor’s future performance. Working with the “Advisor of the Year” is not a guarantee as to future investment success, nor is there any guarantee the selected Advisor will be awarded this accomplishment in the future.

The inclusion of the Advisor as the “Advisor of the Year” award should not be construed as an endorsement of the Advisor’s investment management skills by J.W. Cole Financial, Inc. or any of its affiliates.

The Advisor may or may not use discretion in their practice and therefore may or may not manage their client’s assets.

The “Advisor of the Year” selection committee is not acting in the capacity of an Investment Adviser and therefore the reference to this award should not be considered financial advice.

The survey conducted by Senior Market Advisor magazine consisted of approximately 1000 nominated Advisors eligible for consideration of the award.

For more information on the methodology behind the selection committee’s nominations, please contact the Chief Compliance Officer at J.W. Cole Financial, Inc. at (813) 935-6776.

Leave a Comment