Elizabeth Martinson, CFP®

Sharpshooter
DISC Type : DC

Private Banker at J.P. Morgan Private Bank

Chicago, Illinois, United States

Overview

Elizabeth is a Private Banker at J. P. Morgan, focusing on investment products and advisory services for the firms clients. A graduate of Michigan State University, she was recognized as the Finance Student of the Year during her studies.


She was named Finance Student of the Year at Michigan State University.

Personality Overview

Precise But Practical

ROI Driven

Rigorous & Demanding

They respond well to strong and respectful communication.  They like to be in a position where they can control the conversation and terms. They are very proud of what they do.

Topics They Care About

HNWI Cybersecurity
Her shared content emphasizes the evolving cybercrime landscape and the particular vulnerability of high-net-worth individuals, family offices, and private businesses.
Tax-Efficient Investing
She highlights tax-loss harvesting as a key strategy to generate potential tax savings for investors during periods of market volatility.
Market Volatility
She is focused on the market impact of economic policy shifts and geopolitical tensions, particularly how interest rate decisions affect client portfolios.

Media Appearances

Elizabeth has no verified media appearances

Work History

5-2018
Private Banker at J.P. Morgan Private Bank

Education

Bachelor’s Degree from Michigan State University
Additional Major from Michigan State University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Chicago, Illinois, United States Job Level : N/A Designation : Private Banker at J.P. Morgan Private Bank
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Insights For Selling To Elizabeth

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Don’t be in a rush to invite them for a social meet and greet
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elizabeth is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Elizabeth

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Elizabeth move?

  • They can take decisions very fast if you manage to convince them.
  • Can Elizabeth take some risk or not?

  • The risks don’t matter much to them.

You And Elizabeth

Personality Compatibility


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