Joanna Jadlow, CPA, CFP®, CDFA™

Inquirer
DISC Type : dc

Partner, Wealth Advisor at Corient

United States

Overview

Joanna has no verified overview

Personality Overview

Hard To Convince

ROI Conscious

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They respond well to confident salespeople. They care equally about the product and its potential impact.

Topics They Care About

Joanna has no verified topics they care about

Media Appearances

Joanna has no verified media appearances

Work History

7-2023
Partner, Wealth Advisor at Corient
7-2008
Divorce Financial Consultant at Corient
1-2015 - 7-2023
Managing Director at Corient
11-2002 - 10-2005
CPA, Tax Accountant at HoganTaylor
9-2001 - 10-2002
CPA, Auditor at Ernst & Young

Education

BBA from Texas McCombs School of Business

More Information

Social Presence :

Prographics :

Exp : 21 Location : United States Job Level : Senior Designation : Partner, Wealth Advisor at Corient
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Insights For Selling To Joanna

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Make sure that you you respond to any queries from them quickly
  • Refer to testimonials from others in similar positions

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don't try too hard to get friendly, let it happen with time
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joanna is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Joanna

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Joanna move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Joanna take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Joanna

Personality Compatibility


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