About Jamie Rossi –Entrepreneur, and Founder of
Biography
The Journey Behind the Strategy
As an entrepreneur, financial advisor and industry leader in appointment setting for financial professionals, Jamie has redefined how advisors connect with qualified prospects, creating a system that generates thousands of booked appointments every month.
From the Marines to Financial Services
Just three days after high school, Jamie joined the U.S. Marines, serving nine years, including deployments supporting Operation Iraqi Freedom, Operation Enduring Freedom, and Joint Task Force Liberia.
After leaving active duty in 2009, he pursued a new chapter by enrolling in The Ohio State University’s Electrical & Computer Engineering program. To make ends meet, he juggled a series of odd jobs, all while navigating the demands of his studies. Though determined, the grind took its toll, and by 2015, Jamie found himself starting over, scraping by on minimum wage.
That’s when a reconnection with a childhood friend changed everything. The friend introduced him to the financial services industry. Despite living paycheck to paycheck, Jamie took a leap of faith—he quit his job and went all in.
"Being an entrepreneur is very risky. But the bigger risk is never playing a game that has a high enough reward."
Taking Risks
The Rise of Virtual Prospecting
It paid off. Within two years, Jamie was in the top 1% of his industry, with multiple six-figure years in personal production.
In 2019, he began building a virtual prospecting system—before it was commonplace. At the time, people laughed at the idea of financial services done remotely. Industry leaders said it would never work.
Where Insight Meets Execution
Leading With Impact
Since then, Jamie has launched and scaled several successful ventures, generating millions in revenue for himself and his partners. Today, The Appointment Setter continues to drive measurable growth for financial professionals across the country, while Jamie personally serves clients at Short North Wealth Management.
Jamie’s core strengths include tactical decision-making, market strategy, workflow automation, and high-speed growth. He also has an uncanny knack for identifying and capitalizing on opportunities.
Lean Growth
No Team, No Problem
Scaled 2 startups to seven figures with no staff and no funding.
Decisive Energy
Quick Moves.
Big Wins.
Leads by doing—fast decisions, fast moves, fast results.
Practical Execution
Results > Rules
Every Time
High-speed decision-maker with a bias toward results over theory.
Success Beyond Business
Personal Life & Philosophy
Jamie believes that true success isn’t one-dimensional and lives in downtown Columbus, Ohio, with his wife Talia, a business attorney, their four kids and one grandchild. He spends a significant amount of time with his family, church and social betterment activities. You can find more about Jamie in the press here.
“The most successful people I know make all parts of their life a success, not just their business.”
