Franklin Templeton on Leveraging Strengths: Key Sales Strategies with Jonathan Kingery

In this enlightening episode of the Rainmaker Podcast, Gui Costin hosts Jonathan Kingery, Senior Vice President and Head of US Wealth Management Sales at Franklin Templeton, offering a deep dive into the strategies that have shaped his successful career in investment sales. Kingery shares his journey from a financial advisor to a leadership role, emphasizing the unconventional paths that can lead to success in the financial industry. His insights are particularly valuable for those in investment sales, as he discusses the importance of adaptability and strategic pivots in one’s career.

Kingery’s approach to leadership and team management is a central theme, focusing on effective communication and the structured use of CRM systems to enhance client relationships and operational efficiency. He stresses how a well-implemented CRM system is not just a tool but a crucial asset that can transform the way a company interacts with its clients and manages internal processes.

For investment sales professionals, Kingery's detailed discussion on the integration of technology in sales processes, and his strategic outlook on team structure and client interaction provide actionable strategies that can be applied to optimize sales performance and client engagement.

This episode is a must-listen for anyone in the field of investment sales looking to gain insights from a seasoned leader on building a successful sales strategy, leveraging technology, and leading a team effectively in the ever-evolving landscape of financial services. Kingery’s experiences and advice offer valuable lessons in enhancing sales techniques and improving team dynamics.