Joe Chalifoux - National Sales Consultant

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.

Recent Posts

Jun 14

I Hate Annuities

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 some digging to get to the answer. The first question I ask is, “what is it about annuities that you hate?” The common theme I find during these discussions is that clients don’t have a clear understanding of what an...

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Jun 07

Use These Three Ways to Have a Successful Client Meeting

First impressions are just as important for your clients as they are for you. Make your first meeting with clients productive and successful.

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Oct 05

Make the Most of Every Client Meeting with This Step

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 recently experienced a significant surge in business. When I asked him what the source of this uptick was, I realized it is something that is relevant for every financial professional building their business.


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