Jean M. Evans

Supporter
DISC Type : s

Client Coordinator at Legacy Advisors

Greater Philadelphia, United States

Overview

Jean M. Evans is a Client Coordinator at Legacy Advisors, responsible for managing all aspects of client plans. Her extensive career in financial services includes vice president roles at Morgan Stanley Smith Barney, where she managed production and design, and at Global Currents Investment Management. She holds a Bachelor of Arts from the University of Delaware.

Jean actively promotes growth within her firm, frequently sharing openings for wealth advisors and strategists. Her professional interests include following industry leaders like BlackRock and maintaining a connection with her alma mater, the University of Delaware.

Her background as a Vice President of Production and Design at Morgan Stanley provides her with a unique creative and managerial skill set within the financial advisory space.

Personality Overview

Thoughtful In Approach

Social Proof Driven

Risk-averse

They are unlikely to become strong champions as they don't prefer pushing other people.  They usually go by the book, following all rules and procedures. Their decisions are defined by the possible value that they can bring to the organization.


Topics They Care About

Client Services
Her career has progressed through several client-focused roles, including her current position managing all aspects of client plans at Legacy Advisors.
Wealth Management
Regularly posts job opportunities for Wealth Strategists and Advisors, indicating a focus on building out her firm's wealth management capabilities.
Team Expansion
Demonstrates an interest in growing her company's talent pool by actively sharing hiring posts for key advisory roles on professional networks.

Media Appearances

Jean has no verified media appearances

Work History

6-2016
Client Coordinator at Legacy Advisors
4-2011 - 8-2012
Vice President, Client Service Manager at Global Currents Investment Management, LLC (Global Currents merged w/ClearBridge Investments in '13)
11-2008 - 4-2011
Relationship Associate at Global Currents Investment Management, LLC (Global Currents merged w/ClearBridge Investments in '13)
4-2005 - 11-2008
Vice President, Manager of Production and Design at Morgan Stanley Smith Barney
8-2003 - 4-2005
Assistant Vice President, Senior Sales Support Liaison at Morgan Stanley Smith Barney

Education

Bachelor of Arts - BA from University of Delaware

More Information

Social Presence :

Prographics :

Exp : 18 Location : Greater Philadelphia, United States Job Level : Junior Designation : Client Coordinator at Legacy Advisors
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Insights For Selling To Jean M.

During A Call Or A Meeting

DO's

  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • Focus your pitch on the impact that you could help them have on their organization

DONT's

  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t rush them to make quick decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jean M. is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Jean M.

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Jean M. move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Jean M. take some risk or not?

  • They rarely take risks and prefer making decisions supported by others.

You And Jean M.

Personality Compatibility


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