Jennifer Schendel

Evaluator
DISC Type : csd

CEO at Asset Marketing Systems

San Diego, California, United States

Overview

As CEO of Asset Marketing Systems, Jennifer Schendel leads the independent marketing organization her father founded. She continues his legacy of providing powerful tools and strategies to help financial professionals build sustainable businesses, drawing from her previous experience as EVP of Sales.


She is carrying on her fathers vision as the CEO of the company he founded over 20 years ago.

Personality Overview

Thorough Evaluator

Hard To Convince

Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Advisor Success
Her company's mission is to help independent advisors build profitable businesses through a supportive, collaborative culture and providing effective marketing and sales tools.
Retirement Security
Leads an organization centered on providing indexed annuities as a key tool to help create financial safety for clients in their retirement years.
Family Legacy
She is continuing the legacy of her father, Rick Metcalfe, who founded Asset Marketing Systems with a vision of creating a supportive FMO grounded in a culture of sharing.

Media Appearances

Jennifer has no verified media appearances

Work History

2-2015
CEO at Asset Marketing Systems
1-2005 - 1-2015
EVP of Sales at EVP of Sales Asset Marketing Systems

Education

Jennifer has no verified education history

More Information

Social Presence :

Prographics :

Exp : 21 Location : San Diego, California, United States Job Level : Leadership Designation : CEO at Asset Marketing Systems
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Insights For Selling To Jennifer

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jennifer is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jennifer

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jennifer move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jennifer take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jennifer

Personality Compatibility


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