Jean Duffy, AIFA®, CPFA®

Examiner
DISC Type : cs

Senior Vice President at CAPTRUST Financial Advisors

Des Moines Metropolitan Area, United States

Overview

Jean Duffy is a Senior Vice President at CAPTRUST, specializing in retirement plan advisory and private wealth services. With a career spanning since 1990, she has a background with Holmes Murphy and Principal Financial Group. A graduate of Iowa State University, she holds multiple professional designations.

Outside of her professional life, Jean is committed to community service. She is actively involved with organizations like Ronald McDonald Charities and Make A Wish. She is also the founder of the CAPTRUST Womens Initiative and enjoys reading, traveling, and spending time with her family.

She was the first person in the state of Iowa to receive the Accredited Investment Fiduciary Analyst (AIFA®) designation.

Personality Overview

Process Oriented

Late Adopter

Status Quo Seeker

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Topics They Care About

Retirement Plan Consulting
Her entire career is dedicated to consulting on retirement plans for corporate fiduciaries, focusing on improving outcomes for plan sponsors and participants.
Women's Advancement
She founded the CAPTRUST Women's Initiative, called AdvisHers, significantly increasing the percentage of women advisors at the firm.
Community Service
Serves on the finance committee for Ronald McDonald Charities, is a wish granter for Make A Wish, and serves on the board for Carlisle Dollars for Scholars.

Media Appearances

Jean has no verified media appearances

Work History

12-2010
Senior Vice President at CAPTRUST Financial Advisors
10-1999 - 12-2010
Vice President | Retirement Plan Consultant at Holmes Murphy & Associates
2-1989 - 10-1999
Senior Service Representative at Principal Financial Group

Education

1983 - 1987
Bachelor of Science (BS) from Iowa State University

More Information

Social Presence :

Prographics :

Exp : 37 Location : Des Moines Metropolitan Area, United States Job Level : Leadership Designation : Senior Vice President at CAPTRUST Financial Advisors
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Insights For Selling To Jean

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jean is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jean

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jean move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Jean take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Jean

Personality Compatibility


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