In this episode of the Rainmaker Podcast, Gui Costin interviews Jonathan Kingery, Senior VP at Franklin Templeton, on his investment sales career strategies. Kingery discusses his rise from financial advisor to leadership, highlighting the value of adaptability and strategic career pivots. He emphasizes leadership through effective communication and CRM systems, essential for client relations and operational efficiency.

Kingery also explores technology’s role in sales and team structure optimization, offering actionable strategies for improving sales performance and client engagement. This episode provides crucial insights for investment sales professionals aiming to enhance their sales tactics and team dynamics.