Jill Addison

Commander
DISC Type : D

Founder, Online Marketing Expert for Independent Financial Advisors, RIAs and Loan Officers at Client Machines

San Diego, California, United States

Overview

Jill Addison is the founder of Client Machines, where she specializes in online marketing for financial advisors, RIAs, and loan officers. A Kansas State University graduate, she leverages her expertise to help clients automate their marketing and engage prospects with video content. People who have worked with her often describe her as professional, easy to work with, and an expert in her field.

Jill has a significant background in media production, having produced corporate videos, television commercials, and even a feature-length film. Her earlier career involved producing dance fitness videos and infomercials, suggesting a long-standing interest in the power of visual media to communicate and persuade.

She produced a feature film, "Magdalena, " that has been translated into over 100 languages and viewed by 10 million people in 22 countries.

Personality Overview

Impact-Driven

Decisive

Strong-Willed

They are less concerned about the product and more about its potential impact.  They prefer to move quickly, and expect the same from others. They like to stay in control of the negotiation or defining of the terms.

Topics They Care About

Video Marketing
Her company, Client Machines, specializes in creating whiteboard and short-form videos for LinkedIn. Her background is in film and video production.
Marketing for Advisors
Her professional focus is providing turnkey online and video marketing strategies specifically for Independent Financial Advisors, RIAs, Loan Officers, and Medicare Agents.
Client Acquisition
She holds a certification as a Customer Acquisition Specialist and her company focuses on helping clients connect with prospects and ensure consistent deal flow.

Media Appearances

Jill has no verified media appearances

Work History

2-2009
Founder, Online Marketing Expert for Independent Financial Advisors, RIAs and Loan Officers at Client Machines
Mentor at InsuranceWebX
5-2008 - 2-2009
Production Manager at DV Creations, Inc
9-2006 - 1-2008
Producer at Contexture International
1-2005 - 8-2006
Producer at Inspirational Films

Education

Bachelor of Arts from Kansas State University
Bachelor of Arts from Kansas State University

More Information

Social Presence :

Prographics :

Exp : 24 Location : San Diego, California, United States Job Level : Leadership Designation : Founder, Online Marketing Expert for Independent Financial Advisors, RIAs and Loan Officers at Client Machines
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Insights For Selling To Jill

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Refer to testimonials from well-known industry leaders
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don't try too hard to forge relationships with them
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jill is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Jill

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Jill move?

  • If convinced, they can reach decisions quite fast.
  • Can Jill take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Jill

Personality Compatibility


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