Joy Christensen

Commander
DISC Type : D

Director of Operations at New Dimensions Wealth Management, LLC.

Dallas, Texas, United States

Overview

Joy Christensen is a seasoned financial services professional with over 24 years of experience, currently serving as Director of Operations. She has a deep background in managing client services, firm operations, and compliance for wealth management firms, demonstrating a career built on enhancing the client experience and ensuring operational excellence.

Outside of her professional life, Joy is a parent to two children. She has spent her entire career in the Dallas financial planning industry, building long-standing professional relationships.

Unique fact: She has a history of working with the principals of her current firm at a previous company, highlighting a foundation of mutual professional respect.

Personality Overview

Candid & Clear

Impact-Driven

Decisive

They respond well to strong and respectful communication.  More than the product, they care about the effectiveness of the product. They like to act fast and expect others to do the same.

Topics They Care About

Wealth Management Operations
Her career progression to Director of Operations highlights a focus on client service, compliance, and operational efficiency in financial planning firms.
Client Relationships
Her professional bio states she found a love for the client service role and has experience maintaining relationships for over 200 households.
Financial Planning Tech
Has shown a hands-on interest in specific portfolio management software like iRebal, indicating a focus on leveraging technology for efficiency.

Media Appearances

Joy has no verified media appearances

Work History

1-2024
Director of Operations at New Dimensions Wealth Management, LLC.
8-2018 - 1-2024
Operations Manager at Beaird Harris
4-2003 - 8-2018
Client Service Manager at Buckingham Strategic Wealth
4-2003 - 6-2013
Vice President of Client Services at JWA Financial Group, Inc.

Education

Education details unavailable from Criswell College

More Information

Social Presence :

Prographics :

Exp : 22 Location : Dallas, Texas, United States Job Level : Mid-senior Designation : Director of Operations at New Dimensions Wealth Management, LLC.
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Insights For Selling To Joy

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Be respectful but crisp

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Avoid being a storyteller and don’t try to oversell
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joy is

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

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Joy move?

  • They can take decisions very fast if you manage to convince them.
  • Can Joy take some risk or not?

  • The risks don’t matter much to them.

You And Joy

Personality Compatibility


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