About
WHY I DO WHAT I DO.
My purpose is to serve by accelerating growth. Over the years, I have had the privilege of working with professionals from all walks of life, all over the country, helping them design the strategies and develop the skills to accelerate their growth. Whether speaking, training, or consulting; there is no better feeling than the one that comes from knowing you were able to help someone excel along their journey.
HI, I'M JEFFREY CZAJKA!
Jeffrey Czajka is a dynamic executive leader with extensive experience in strategic thought leadership, consultative sales, and business development. As the founder of multiple businesses, Jeffrey has been instrumental in providing skill-based training and consulting services that drive growth and efficiency. He has a specialty in helping financial advisors and RIAs accelerate their growth. His innovative approach has led to significant achievements, including one of the most successful new advisor development programs in the financial services industry!
Jeffrey's career spans over two decades, during which he has spearheaded recruiting efforts and advisor training programs, resulting in substantial growth from $20M AUM to over $1.2B AUM at one RIA client. His tenure at a Fortune 500 company, he lead the creation and execution of the Independent Advisor Institute, where he managed the emerging advisor talent program, achieving remarkable productivity and profitability gains.
A persuasive communicator and strategic thinker, Jeffrey has consistently demonstrated his ability to build alliances, manage resources, and drive operational excellence. His leadership has been recognized with over 25 individual sales awards earlier in his sales career. He was also the back-to-back leader in the Western Territory for new sales team production and a finalist for the Wealth Management Industry Award by wealthmanagement.com.
As an undefeated city champion in wrestling and a member of a state championship baseball team, Jeffrey integrates his love of sports into his teaching style to help his clients learn skills that will make them successful. When you work with Jeffrey you will experience how he uses sports analogies to help simplify the complexities of success so you can master the basics necessary to win.
Jeffrey has delivered over two thousand presentations to groups all over the country. He is dedicated to elevating others and helping them succeed. His keynote speeches are a testament to his expertise, vision, and commitment to excellence..
I have both mentored and worked with Jeffrey in an executive capacity. His strategic insights and ability to execute in the area of advisor development is first class. If you're looking to grow, work with Jeffrey!"
Todd M. Schoon, JC, CLU®, ChFC®
Executive, Sales & Distribution with Northwestern Mutual (retired)
Board Member at OneAmerica and The American College of Financial Services
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