Liz Reynolds

Collaborator
DISC Type : si

Client Experience Manager at Northwestern Mutual

Milton, Delaware, United States

Overview

Liz Reynolds is a Client Experience Manager at ZD Wealth Management, an award-winning financial planning practice. She leverages over 30 years of experience in office leadership and customer service to help successful individuals with saving, investing, and tax reduction strategies. Liz attended Delaware County Community College.

After more than 30 years as a legal administration professional, she successfully transitioned her career into the wealth management industry.

Personality Overview

Good Listener

Consensus Builder

Appreciative

They are more likely to go for proven solutions.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Win-win scenarios can appeal strongly to them.

Topics They Care About

Client Experience
Her current role focuses on managing the client experience for an award-winning financial planning practice, specializing in helping successful individuals.
Financial Planning
Her practice specializes in helping clients be more efficient with saving, investing, and reducing the long-term impact of taxes.
Office Leadership
Possesses over 30 years of advanced office leadership expertise, with a background specializing in customer service and daily business operations.

Media Appearances

Liz has no verified media appearances

Work History

7-2024
Client Experience Manager at Northwestern Mutual
7-2020 - 1-2022
Legal Administrative Assistant at The Law Office of Dean A. Campbell, P.A.
4-2015 - 1-2020
Legal Administrative Assistant at Gonser and Gonser
4-2015 - 1-2020
Legal Assistant at Gonser and Gonser, P.A.

Education

1983 - 1984
No from Delaware County Community College

More Information

Social Presence :

Prographics :

Exp : 10 Location : Milton, Delaware, United States Job Level : Middle Designation : Client Experience Manager at Northwestern Mutual
URL has been copied!

Insights For Selling To Liz

During A Call Or A Meeting

DO's

  • Take time to make them feel comfortable before getting to the main pitch
  • When asking them questions, sound relatable and informal
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision

DONT's

  • Don’t give the impression of being unproven or risky
  • Don’t push them to make decisions very fast, let them take their time
  • Avoid unnecessary confrontation if it arises incidentally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Liz is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Liz

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Liz move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Liz take some risk or not?

  • It is unlikely that they will take many risks.

You And Liz

Personality Compatibility


Other Northwestern Mutual Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.