Francesca Messano

Observer
DISC Type : ci

Managing Director at Innovu, LLC

Orange County, California, United States

Overview

Francesca Messano is a Managing Director at Innovu, LLC, with over 25 years of experience spanning the retirement and healthcare industries. She specializes in using data aggregation and analytics to manage human capital risk. She holds a BA from Wheaton College Massachusetts and certificates in Fiduciary Practices and Leadership.

Described as a passionate mentor and effective relationship builder, Francesca is driven to create better health and wealth outcomes for Americans. Her work focuses on empowering advisors with data-driven insights to help employers and their employees make better decisions.

Unique fact: Francesca previously served as an adjunct lecturer at UCLAs Anderson School of Management, teaching on the convergence of retirement and healthcare.

Personality Overview

Example Seeker

Curious

Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They often ask many questions and rely heavily on information and documentation. They are generally good communicators and can be hard to convince.

Topics They Care About

Healthcare Data Analytics
Focuses on leveraging data science and analytics to provide advisors with actionable insights that help employers save money and improve employee outcomes.
Health & Wealth Convergence
A long-standing focus area, having previously lectured at UCLA on the impact of integrating retirement and healthcare benefits for advisors and employers.
Advisor Empowerment
Passionate about providing tools and data that help benefits advisors reframe conversations, win new business, and deliver greater value to clients.

Media Appearances

Francesca has no verified media appearances

Work History

6-2019
Managing Director at Innovu, LLC
7-2009 - 6-2019
Managing Director at MassMutual
7-2009
Senior Vice President at Fidelity Investments
Vice President at Pioneer Investments

Education

BA from Wheaton College Massachusetts

More Information

Social Presence :

Prographics :

Exp : 16 Location : Orange County, California, United States Job Level : Mid-senior Designation : Managing Director at Innovu, LLC
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Insights For Selling To Francesca

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Francesca is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Francesca

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Francesca move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Francesca take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Francesca

Personality Compatibility


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