Jennifer Geoghegan

Doer
DISC Type : ds

Chief Marketing Officer at Rise Growth Partners

Summit, New Jersey, United States

Overview

Jennifer Geoghegan is the Chief Marketing Officer at Rise Growth Partners, where she helps top wealth management firms scale with purpose. Her career has been dedicated to accelerating growth through brand strategy, talent development, and M&A navigation at firms like The Colony Group and Focus Financial Partners. She holds an MBA from NYU Stern.

Jennifer was recognized as a "CMO of the Year" by ThinkAdvisor Luminaries for leading the full-scale rebrand of a multi-billion dollar RIA.

Personality Overview

Strategic Planner

Deliberate Doer

Long-term Focused

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

RIA Growth
Her career is focused on helping wealth management firms scale through organic growth and strategic partnerships, as seen in her roles at Rise, The Colony Group, and Focus Financial.
Building Brands
As a CMO specializing in creating "lighthouse brands, " she has written about the need for RIAs to rebrand and has won awards for her strategic execution in this area.
Strategic M&A
Has extensive experience navigating and integrating mergers, having served as Co-Chair of the M&A Committee during a period of rapid growth at The Colony Group.

Media Appearances

Rise Growth Partners Adds Industry Veteran Executives Jennifer Geoghegan and Tony Ling. Featured in Business Wire

See Now

Work History

6-2024
Chief Marketing Officer at Rise Growth Partners
2023 - 2024
Chief Operating Officer at Circle Wealth Management, LLC
2015 - 2023
Chief Strategy Officer, Chief Marketing Officer, Chief of Staff, Principal at The Colony Group
2007 - 2015
Head of Marketing & Elite Advisor Coach at Focus Financial Partners
1999 - 2007
Vice President; Director; Senior Manager; Manager at American Express

Education

MBA from NYU Stern School of Business
The Columbia Coaching Certification Program from Columbia Business School

More Information

Social Presence :

Prographics :

Exp : 27 Location : Summit, New Jersey, United States Job Level : Leadership Designation : Chief Marketing Officer at Rise Growth Partners
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Insights For Selling To Jennifer

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Use phrases like 'your team deserves', 'best in class' etc.
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jennifer is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jennifer

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jennifer move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jennifer take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jennifer

Personality Compatibility


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