Katie Jacobson, CFP®

Judge
DISC Type : Dc

Vice President | Wealth Advisor at Bernstein Private Wealth Management

Greater Minneapolis-St. Paul Area, United States

Overview

Katie has no verified overview

Personality Overview

Demanding

Generally Skeptic

Quality Focused

They respond well to strong and respectful communication.  They prefer to move quickly, and expect the same from others. They are less concerned about the product and more about its potential impact.

Topics They Care About

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

1-2026
Vice President | Wealth Advisor at Bernstein Private Wealth Management
8-2024 - 1-2026
Financial Advisor | CFP® CLU® ChFC® at Principal Financial Group
1-2022 - 12-2025
Guest Speaker at Bold Ventures LLC
11-2023 - 8-2024
Wealth Management Advisor | CFP® CLU® ChFC® at Foster Klima & Company
6-2016 - 10-2023
Financial Advisor | CFP® CLU® ChFC® at Northwestern Mutual

Education

2018 - 2019
CERTIFIED FINANCIAL PLANNER™ Certificant from Certified Financial Planner Board of Standards Inc. (CFP Board)
Chartered Financial Consultant® (ChFC®) from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 16 Location : Greater Minneapolis-St. Paul Area, United States Job Level : Senior Designation : Vice President | Wealth Advisor at Bernstein Private Wealth Management
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Speak about competitive differentiation that your product offers
  • Objectively showcase the impact that your product creates

DONT's

  • Do not spend too much time focusing on product tech or features
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

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

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

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • If convinced, they can reach decisions quite fast.
  • Can Katie take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Katie

Personality Compatibility


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