Hannah Woolley, CFP®

Activist
DISC Type : Cd

Managing Director at Joel Isaacson & Co., LLC

New York, New York, United States

Overview

Hannah Woolley is an award-winning Managing Director and Wealth Manager at Joel Isaacson & Co. With over 15 years at the firm, she specializes in creating financial plans for high-net-worth families. Hannah holds a BS in Finance from Lehigh University and has been recognized by Forbes as a Top Next-Gen Wealth Advisor.

Outside of work, Hannah is an avid runner who has completed several marathons and half-marathons. She is also a co-leader for the Ellevate Networks New York chapter, planning events to support women in business. She lives in Westchester County with her husband and two daughters.

She started her career at her current firm in 2009 and has risen to the role of Managing Director.

Personality Overview

Logical And Quick

Value Conscious

Observative

They can be nudged to make faster decisions by offering what they value.  They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Wealth Management
Specializes in customizing comprehensive financial plans for high-net-worth individuals and families, focusing on long-term goals.
Women in Business
Serves as a co-leader for the Ellevate Network's New York chapter, where she actively plans events to support and connect professional women.
Marathon Running
She is a dedicated and avid runner, having successfully completed multiple marathons and half-marathons.

Media Appearances

Hannah has no verified media appearances

Work History

7-2024
Managing Director at Joel Isaacson & Co., LLC
7-2009 - 7-2024
Director at Joel Isaacson & Co., LLC
12-2008 - 1-2009
Intern at Joel Isaacson & Co., LLC
6-2007 - 8-2008
Finance Intern at Cardinal McCloskey Services

Education

2005 - 2009
BS from Lehigh University
2001 - 2005
Education details unavailable from Scarsdale High School

More Information

Social Presence :

Prographics :

Exp : 18 Location : New York, New York, United States Job Level : Mid-senior Designation : Managing Director at Joel Isaacson & Co., LLC
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Insights For Selling To Hannah

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Don't try too hard to get friendly, let it happen with time
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Hannah is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Hannah

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Hannah move?

  • Their decision making speed is somewhere in the middle.
  • Can Hannah take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Hannah

Personality Compatibility


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