Helping financial advisors grow and improve their client relationship base continues to be a passion for myself and is what drives me to help create successful partnerships that deliver results.”
National Sales Consultant
Massachusetts Life, Accident, and Health Insurance Licensed
Other Licenses: Series 65, 63, and 7
Joe Chalifoux has over 20 years of Financial Sales experience. In those 20 years, Joe has had roles as both a client-facing advisor (for over 8 years) as well as a financial product wholesaler and support person (for over 12 years). Annuity point-of-sale training and advisor support has been the main focal point of Joe’s business model during that time. Helping financial advisors grow and improve their client relationship base continues to be a passion for Joe and is what drives him to help create successful partnerships that deliver results.
When Joe is not working with Advisors he enjoys music, swimming, reading, and spending time with his wife and 4 boys.
Joe's Recent Blog Post(s)
I Hate Annuities
by JChalifoux@dmi.com (JOE CHALIFOUX - NATIONAL SALES CONSULTANT) on June 14, 2019 at 8:59 pm
Have you ever had a client or prospect say, “I hate annuities?” When I have conversations with clients about why they hate annuities, I have to do […]
Use These Three Ways to Have a Successful Client Meeting
by JChalifoux@dmi.com (JOE CHALIFOUX - NATIONAL SALES CONSULTANT) on June 7, 2019 at 8:39 pm
First impressions are just as important for your clients as they are for you. Make your first meeting with clients productive and successful. […]
Make the Most of Every Client Meeting with This Step
by JChalifoux@dmi.com (JOE CHALIFOUX - NATIONAL SALES CONSULTANT) on October 5, 2018 at 8:00 pm
Last week, I spoke to one of my longest tenured and most successful advisors (Bill and I have known each other for over 15 years). He shared that he’d […]
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