Jennifer Von Ruden

Questioner
DISC Type : c

Chief Compliance Officer at IAG Wealth Partners

Waukesha, Wisconsin, United States

Overview

Jennifer has no verified overview

Personality Overview

Price-Sensitive

Not Easily Convinced

Value Seeker

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. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Jennifer has no verified topics they care about

Media Appearances

Jennifer has no verified media appearances

Work History

4-2022
Chief Compliance Officer at IAG Wealth Partners
1-2022
Partner at IAG Wealth Partners
1-2017 - 3-2022
Deputy Chief Compliance Officer at IAG Wealth Partners
3-1999 - 10-2001
Senior Expense Analyst at Strong Capital Managment
3-1998 - 3-1999
Mutual Fund Accountant at Strong Capital Managment

Education

1991 - 1995
Bachelors of Business Administration from University of Wisconsin-Whitewater

More Information

Social Presence :

Prographics :

Exp : 15 Location : Waukesha, Wisconsin, United States Job Level : Leadership Designation : Chief Compliance Officer at IAG Wealth Partners
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Insights For Selling To Jennifer

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

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?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Jennifer

Personality Compatibility


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