Jennifer Schendel

CEO at Asset Marketing Systems

📍 San Diego, California, United States

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.

Read the full overview →

Experience

21 Years

Current Role

CEO

Job Level

Leadership

Location

San Diego, California, United States

Personality Overview

How Jennifer shows up

Communication Style

Decision Approach

Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Priorities

Topics Jennifer cares 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.

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Career

Work history

2-2015

CEO

Asset Marketing Systems

1-2005 - 1-2015

EVP of Sales

EVP of Sales Asset Marketing Systems

In the press

Media appearances

No media yetWe could not find public media appearances for this person.

Education

Jennifer has no verified education history

Social presence

Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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Reliability Solutions

Selling to Jennifer?

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How to run the call and the meeting
His cold-calling profile and exact script
How to write an email that lands
How to negotiate and close

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During a call or a meeting

Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DON'T

Avoid inviting them for any social interactions until you have built some rapport with them

Showcase how you can impact results but also make sure that you share detailed information too

Reveal the full meeting playbookFree. 10 seconds.

When cold calling

Pattern Interrupt: Speaking in a slightly hesitant manner, and seeking their permission at the start through a negation can get you a chance.

Pace: Speak slightly fast, especially if you tend to be calm and confident. Sound like a ‘knows their domain’ person.

Reveal the cold-call scriptFree. 10 seconds.

When writing an email

Subject: Precise

Length of mail: Medium

Salutation: Yes (Something formal). Greeting: Yes (Say something formal/usual). Tone of words: Objective, informational. Bullet points: Recommended. Closing line: Logically summarize/ask. Complimentary close: Formal. Overall messaging: Focused on removing doubts

Reveal the full email formulaFree. 10 seconds.

Negotiating and closing

The secret to closing Jennifer fast: ROI matters the most to them, followed by process and finally proof of results

How fast will Jennifer move? They are unlikely to move very fast, especially when it comes to new products or services

Reveal the closing strategyFree. 10 seconds.

★

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