Jeffrey Czajka

About Jeffrey Czajka

Based in San Diego, California, Jeffrey Czajka approaches strategic growth with passion and excitement. Jeffrey is a sales leader with a tremendous track record of success and is a well-respected expert in helping build sales teams to acquire new clients. Specifically, the last 20+ years of Jeffrey’s career, he has worked with small business owners and sales professionals to teach them the consultative skills necessary to grow their production. What characterizes an expert? In Malcom Gladwell\'s book Outliers: The Story of Success, Gladwell references, “In fact, researchers have settled on what they believe is the magic number for true expertise: ten thousand hours.” Jeffrey is a seasoned veteran in the field of new client acquisition, training, and developing strategy, helping companies of all sizes. With well over hours mastering his craft, a track record of success, and the respect of industry leaders, Jeffrey is considered a leader in his field. Jeffrey has had the opportunity to travel throughout the country meeting with business owners, executives, industry leaders and prospective clients. When it comes to growth, Jeffrey understands it all distills down to two key factors: actions and efficiencies. Or as some might say, the art and the science of success. He possesses the rare ability to read the data of sales metrics, interpret their meaning, isolate the opportunities, and deliver training/coaching that improves skills necessary for growth. Jeffrey\'s leadership skills, strategic agility, and training deliver results for organizations looking to grow their team\'s productivity and bottom-line profits. With years of experience in managing sales teams, developing strategy, and teaching sales skills, Jeffrey\'s background includes a particular emphasis on working with small business owners and financial advisors. The world of sales has changed, and industries continues to evolve. If you are looking for a sales leader that can strengthen an organization, grow revenues, and assist your company in finding relevance in this ever-changing world, you have found the right person. Jeffrey is excited to connect with you and discuss how he can help you grow.

Experience

1. President & Founder

   Advisor Growth Solutions

   Oct 2020 — Present

   Simply put, Advisor Growth Solutions is here to help advisors grow! We have growth solutions for both new advisors, experienced advisors, and firm leaders designed to meet advisors where they are at their journey to success. Consulting example:Currently contracted by a Forbes top 100 teams advisor to advise and assist in building a separate entity focused on acquisition opportunities of retiring financial advisors. Key Accomplishments thus far:o Provided acquisition analysis on opportunities that range from $20M AUM to $700M AUMo Achieved growth from $20M AUM to $105M AUMo Advised Principle on organizational structure and way to increase operational efficienciesCheck out our website and company pages (LinkedIn, Podcast, and YouTube) to learn more. If you need help or have questions, feel free to reach out.Website: Sometimes I work with teams outside Financial Services. Here\'s a fun sales training example:Contracted by an ariel equipment company to provide sales training & management developmento Designed and delivered sales training that resulted in a 30% increase in saleso Conducted individual management development for the managers at separate locations

Education

• University of Wisconsin-Madison

  Communications

Skills

• Strategy
• Disability Insurance
• Leadership
• Sales
• Finance
• Fixed Annuities
• Financial Planning
• Customer Service
• Management
• Direct Sales
• Public Speaking
• Financial Analysis
• Event Planning