Julie Cooling

Examiner
DISC Type : cs

Founder & CEO at RIA Channel

Wayne, Pennsylvania, United States

Overview

Julie Cooling is the Founder and CEO of RIA Channel and RIA Database, the leading provider of financial advisor data and software. An experienced entrepreneur in financial services, she is a strong business development professional with a Bachelor of Arts in Economics & Finance from Bucknell University.



Julie founded RIA Channel to provide a digital media platform for investment managers and financial advisors.

Personality Overview

Unexpressive

Status Quo Seeker

Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They are always well-planned and adopt a systematic approach. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Financial Advisor Data
Her company, RIA Database, is a leading provider of data and software profiling over one million financial advisors, indicating this is her core business focus.
Asset Management
She has a demonstrated history and listed skills in the asset management industry, which is a primary audience for her platforms.
Investment Advisory
Her work is centered around providing tools and information for Registered Investment Advisors (RIAs) to help them build better businesses.

Media Appearances

Julie has no verified media appearances

Work History

1-2006
Founder & CEO at RIA Channel
Founder & CEO at RIA Database
National Accounts, Sales at Webster Investment Management / Forward Funds
Consultant at Giving Capital
Product Development at Reflow, LLC

Education

1990 - 1994
Bachelor of Arts (BA) from Bucknell University
Education details unavailable from North Hunterdon High School, Clinton, NJ

More Information

Social Presence :

Prographics :

Exp : 19 Location : Wayne, Pennsylvania, United States Job Level : Leadership Designation : Founder & CEO at RIA Channel
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Insights For Selling To Julie

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julie is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Julie

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Julie move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Julie take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Julie

Personality Compatibility


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