Jennifer Secola, CFP®

Questioner
DISC Type : c

Financial Advisor at Legacy Wealth Advisors, IL

Greater Phoenix Area, United States

Overview

Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Manager with Legacy Wealth Advisors, an award-winning team recognized by Forbes. With over ten years of experience, the Indiana University Bloomington graduate focuses on creating adaptable financial plans, guiding clients with compassion, and building long-term relationships.

Jennifer lives in the Bloomington/Normal area with her husband, Phil, and their two children. An active member of Eastview Christian Church, she enjoys reading, traveling, and spending time with family and friends in her personal time.

She firmly believes that strong customer service is the absolute key to building and growing long-term client relationships.

Personality Overview

Not Easily Convinced

Price-Sensitive

Cautious & Analytical

It is quite likely of them to ask for pricing or other concessions.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Education Savings
Actively discusses the benefits of 529 Plans, highlighting them as a great way to bless future generations.
Long-Term Care
Shares insights and key considerations regarding financial planning for long-term care needs.
Client Relationships
Emphasizes that strong customer service is foundational to building and maintaining long-term success with clients.

Media Appearances

Jennifer has no verified media appearances

Work History

6-2018
Financial Advisor at Legacy Wealth Advisors, IL
4-2013 - 12-2017
Registered Sales Assistant at Mann Financial Group
3-1997 - 8-2002
Mutual Fund Specialist at Essex, LLC

Education

1986 - 1990
Bachelor of Arts - BA from Indiana University Bloomington

More Information

Social Presence :

Prographics :

Exp : 17 Location : Greater Phoenix Area, United States Job Level : N/A Designation : Financial Advisor at Legacy Wealth Advisors, IL
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Insights For Selling To Jennifer

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jennifer is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jennifer

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jennifer move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jennifer take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Jennifer

Personality Compatibility


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