The financial services industry is an industry that can dominate you if you aren’t careful. Fortunately, Jason Vanclef has traveled through these stormy waters many times. His experience in the industry has landed him the role of President for the Vanclef Financial Group. He has provided dozens of financial ideas to smaller businesses to help them get their feet on the ground. However, he did not start off as the financial professional that he is today. Jason has gone through some personal struggles over the years that shaped him into the man he is today.
Jason’s first career job was that of a homicide / narcotic criminalist for the Los Angeles Sheriff’s Department. However, he knew that something was not right. Though he was helping people, it wasn’t in the way that he had pictured in his mind. He had always been fascinated by finances and the power they can hold for an individual’s life. He would spend some time developing his portfolio as a financial consultant. Later, he would make the leap that would lead to the creation of The Vanclef Financial Group in 2002.
Jason would take control of his destiny and fulfill the dream he had always pictured in his mind. Mr. Vanclef now enjoys being an independent advisor and continuously gives back to his clients and community. He joins us today to provide us with some insights on how he got to this point in his career.
How did you get started in this business?
I always wanted to help people. Though I was providing services in the criminal justice system, it wasn’t fulfilling to me. I wanted to provide people with an opportunity to take the reins of their financial future. This mindset led me to create the Vanclef Financial Group.
When you were starting out, was there ever a time you doubted it would work? If so, how did you handle that?
I always wanted to help people. Though I was providing services in the criminal justice system, it wasn’t fulfilling to me. I wanted to provide people with an opportunity to take the reins of their financial future. This mindset led me to create the Vanclef Financial Group.
How did you get your first customer?
My first customer was one of my friends in the criminal justice field. They wanted to expand their financial options, and I was there to assist them when they needed help.
What is one marketing strategy (other than referrals) that you’re using that works really well to generate new business?
Inviting a small number of clients to a lunch-n-learn presentation that I host in our conference room. Eight people max as this leads to greater participation from the attendees.
What is the toughest decision you’ve had to make in the last few months?
I had to cut back on the amount of work that I was doing each day. I wasn’t getting enough rest and it was slowly hurting my mind and body. Thankfully, I got the rest I needed and took more time for myself. I believe I have never been more productive in my life because of this.
What do you think it is that makes you successful?
Being genuine. Never try to act like someone else.
What has been your most satisfying moment in business?
Getting a thank you note from a struggling client. He was having a very hard time getting his business off the ground. Fortunately, with proper planning, we helped him get his business and life straight. His thank-you note was very endearing.
What does the future hold for your business? What are you most excited about?
We are beginning to take on bigger clients. This excites me as it allows our company to grow even bigger.
What business books have inspired you?
I believe “The 4-Hour Work Week” by Tim Ferris is a must-read for all aspiring entrepreneurs.
What advice would you give to your younger self?
Shifting our operations onto the cloud. Getting away from in-office technology that constantly breaks down or gets outdated.
Are you willing to be a mentor? If so, how should someone contact you?
No, not at this time since my plate is full.