Lisa Turner

Pioneer
DISC Type : SDI

Sales Director, Advertising at Morningstar

Chicago, Illinois, United States

Overview

Lisa Turner is a Sales Director at Morningstar with over two decades of experience in consultative advertising sales for the financial services industry. A graduate of Emory University with a BBA, she specializes in connecting asset managers with their target audiences through integrated media strategies. Colleagues describe her as dedicated, collaborative, and creative.

Outside of her direct role, Lisa shows a strong commitment to continuous professional development. She actively completes courses on topics ranging from effective sales techniques and critical thinking to presentation design, consistently working to sharpen her skills and judgment in the ever-evolving media landscape.

Lisa was recognized by a former client as being “way ahead of the curve” on web advertising and multimedia marketing products.

Personality Overview

Decisive But Friendly

Friendly But Fast

Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  If they are convinced, they can become very strong champions for your product They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Financial Advertising
Her career is focused on creating advertising partnerships with asset managers, global banks, and other financial services leaders.
Integrated Media Strategy
She has extensive experience developing client partnerships across digital, print, podcast, and event sponsorships.
Client Relationship Building
Her work history and recommendations consistently highlight her ability to originate, nurture, and renew key client and agency relationships.

Media Appearances

Lisa has no verified media appearances

Work History

2-2021
Sales Director, Advertising at Morningstar
3-2011 - 7-2020
Senior Sales Director, Advertising at Seeking Alpha
Area Sales Manager - North Shore and Northern Suburbs at Chicago Parent Magazine
Account Executive at Crain's Chicago Business
Associate Vice President/National Sales Program Director at Everen Unit Investment Trusts

Education

1982 - 1986
BBA from Emory University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Chicago, Illinois, United States Job Level : Mid-senior Designation : Sales Director, Advertising at Morningstar

Interested in

Lifestyle

Editing

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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but nurture the relationship too
  • During followups, use calls or text if needed, they should be fine
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don’t hesitate from asking questions or pushing them, but take a formal approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Lisa

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They are generally fast movers and can take quick decisions
  • Can Lisa take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Lisa

Personality Compatibility


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