Julia Zettl

Inspirer
DISC Type : id

Manager of Operations & Compliance at Endeavor Wealth Advisors

Cleveland, Ohio, United States

Overview

Julia is a seasoned operations professional with over 14 years of experience supporting professional associations and private institutions. An MBA graduate from Cleveland State University, she specializes in operations, marketing, and organizational development. Colleagues describe her as an "exceptional leader" and a "tremendous company resource. "

Outside of work, Julia is deeply committed to her community. She serves on the Board of Directors for the Childrens Center of Medina County, an organization dedicated to ending childhood sexual abuse, and is a graduate of the On-Board Cleveland civic leadership program.

She lives in Medina, OH, with her husband and their rescue cat, Flo.

Personality Overview

Confident & Optimistic

Generous

Fast Adopter

They don’t mind taking a stand if they believe in something.  They usually prefer to drive the conversation. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Association Management
Her career has centered on managing day-to-day and strategic operations for professional associations, notably as Chapter Executive for ACG Cleveland.
Operations & Compliance
This is her core function in her current role as Manager of Operations & Compliance at Endeavor Wealth Advisors and a recurring theme in her career.
Child Advocacy
She serves on the Board of Directors for The Children's Center of Medina County, a non-profit working to end childhood sexual abuse.

Media Appearances

Julia has no verified media appearances

Work History

2-2023
Manager of Operations & Compliance at Endeavor Wealth Advisors
7-2022 - 1-2023
Chapter Executive at ACG Cleveland
7-2018 - 6-2022
Chapter Assistant at ACG Cleveland
7-2018 - 1-2023
Association Manager at MJM Services, LLC
11-2018 - 11-2022
Meeting Team Lead, Annual Conference at NAEPC

Education

Masters from Cleveland State University
Bachelor of Arts from Ashland University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Cleveland, Ohio, United States Job Level : Middle Designation : Manager of Operations & Compliance at Endeavor Wealth Advisors
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Insights For Selling To Julia

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Acknowledge their status and position during the conversation
  • Keep your pitch focused on the impact but insert some anecdotes into it

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't be unorganized, be prepared for the pitch
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julia is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Julia

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Julia move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Julia take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Julia

Personality Compatibility


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