Kelly Thiel

Energizer
DISC Type : I

Financial Services Consultant at Thiel Consulting

Germantown, Wisconsin, United States

Overview

Kelly Thiel is a performance-driven financial services leader with over 25 years of experience in the wealth management industry. She specializes in pioneering new platforms and technology initiatives to drive growth and profitability for firms. She holds an MBA in Finance from Keller Graduate School of Management.

She is a graduate of the prestigious Securities Industry Institute program at The Wharton School.

Personality Overview

Imaginative

Big Picture Person

Full Of Energy

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are always positive and upbeat, so take their promises with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Wealth Management Tech
Her career has focused on leading product development and technology initiatives, pioneering new platforms and services for wealth management firms and FinTechs.
Advisor Productivity
A core theme of her work is leading high-performing teams that help financial advisors grow their businesses and enhance their value through improved practice management.
Fintech Strategy
As a consultant, she communicates with C-Suite executives on Fin-Tech development and building strategic technology roadmaps to drive revenue growth.

Media Appearances

Kelly has no verified media appearances

Work History

8-2023
Financial Services Consultant at Thiel Consulting
10-2018 - 9-2023
VP, Platform Solutions/Director, Client Success at Envestnet, Inc
10-2018 - 12-2019
Principal Consultant at Thiel Consulting
2007 - 12-2017
Director, Managed Accounts at Northwestern Mutual Wealth Management Company
1-2002 - 12-2017
Director, Investment Products at Northwestern Mutual Investment Services

Education

2014 - 2016
Education details unavailable from The Wharton School
1992 - 1997
Master of Business Administration - MBA from Keller Graduate School of Management

More Information

Social Presence :

Prographics :

Exp : 28 Location : Germantown, Wisconsin, United States Job Level : Senior Designation : Financial Services Consultant at Thiel Consulting
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Invite them for a lunch or a drink/coffee
  • Be friendly and entertaining in your conversation

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid overloading them with too much detail
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Kelly

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Kelly take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Kelly

Personality Compatibility


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