Janelle Thompson

Energizer
DISC Type : I

Chief People Officer at OASIS Advisors, LLC

Wausau-Stevens Point Area, United States

Overview

Janelle Thompson is a Founder and Chief People Officer at OASIS Advisors, a business she helped build from the ground up. She holds Series 63 and Series 65 licenses and has a background as a Chief Compliance Officer, demonstrating deep expertise in a constantly changing industry.

Her core passion is building relationships and serving clients. She acts as a primary touchpoint for client needs, enjoying helping families navigate significant life changes. She finds joy in working with clients and their families as they grow and evolve, offering support with genuine interest and understanding.

She has developed and taught state-approved licensing and continuing education courses for financial advisors.

Personality Overview

Informal

Imaginative

Big Picture Person

They are naturally enthusiastic, so take their promise with a pinch of salt.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are people oriented, friendly and like creating new connections.

Topics They Care About

Client Relationships
Her stated passion is servicing clients and their families, acting as a key touchpoint to help solve issues and navigate their needs.
Compliance Education
Has a background as Chief Compliance Officer and has a history of teaching state-approved licensing and continuing education classes to other advisors.
Navigating Life Changes
Enjoys guiding clients and their families through different phases of life with genuine interest, joy, and understanding.

Media Appearances

Janelle has no verified media appearances

Work History

1-2026
Chief People Officer at OASIS Advisors, LLC
8-2025 - 1-2026
Chief Compliance Officer at OASIS Advisors, LLC
9-2022 - 8-2025
Vice President of Wealth Management at TerraWealth™
1-1986 - 9-2022
Investment Advisor Representative at Thompson Financial Group

Education

Janelle has no verified education history

More Information

Social Presence :

Prographics :

Exp : 40 Location : Wausau-Stevens Point Area, United States Job Level : Leadership Designation : Chief People Officer at OASIS Advisors, LLC
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Insights For Selling To Janelle

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Talk anecdotally about the customer experience that your product offers
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Janelle is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Janelle

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Janelle move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Janelle take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Janelle

Personality Compatibility


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