Jill Green

Wildcard
DISC Type : sic

Wealth Operations Director at MN Wealth Advisors

Kansas City, Missouri, United States

Overview

With over 25 years of experience, Jill is the Wealth Operations Director and Business Strategist at MN Wealth Advisors. She leads strategic planning to support growth and profitability, focusing on operational excellence and enhancing the client experience. She holds a Bachelor of Science from Rockhurst University.

Jill is passionate about motivating others to achieve their goals and find their "WHY. " Outside of work, she finds balance and enjoyment through the practice of yoga, baking, trying new recipes, and spending time vacationing at the beach with her family.

She has a unique background that includes being a business coach for entrepreneurs at the Kauffman Foundation and the co-owner of two national franchise restaurants.

Personality Overview

Requires Proof

Friendly But Slow

ROI Driven

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Strategic Planning
As the firm's Business Strategist, she is responsible for leading strategic planning efforts to support the growth and profitability of the wealth management division.
Operational Excellence
Her role involves managing daily operational activities and maximizing the efficient use of resources to improve the firm's outputs and foster a culture of excellence.
Business Coaching
Previously worked as a Business Coach for the Urban Entrepreneur Partnership, helping entrepreneurs start, manage, and grow their businesses.

Media Appearances

Jill has no verified media appearances

Work History

3-2023
Wealth Operations Director at MN Wealth Advisors
3-2014 - 2-2023
Chief Operating Officer at Integrity Advisory, LLC
1-2009 - 2-2014
Business Coach - Urban Entrepreneur Partnership (UEP) at Kauffman Foundation
1-2007 - 12-2008
Office Manager - Urban Entrepreneur Partnership (UEP) at Kauffman Foundation
5-2004 - 10-2006
Co-Owner/Business Manager at Bonefish Grill

Education

Bachelor of Science (B.S.) from Rockhurst University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Kansas City, Missouri, United States Job Level : Mid-senior Designation : Wealth Operations Director at MN Wealth Advisors
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Insights For Selling To Jill

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Focus on immediate action-items rather than the larger goals
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jill is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jill

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Jill move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Jill take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Jill

Personality Compatibility


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