Katie Jansen Advisology

Katie Jansen, Business Consultant

Katie Jansen, Founder and President of Advisology, created the organization because she believes technology is revolutionizing the way companies communicate with clients and generate new business.

As a financial services veteran and early adopter of social media, she has a unique perspective on how to harness technology to grow sales, recruit more effectively and maintain compliance with federal regulations.

Because of her background, she understands the complex competitive environment that companies face, and can provide effective coaching that helps drive revenue, growth and business efficiency.

Since 2001, Jansen has held executive roles in Fortune 500 companies such as Edward Jones, CapHarbor, MetLife and Securian Financial Group, where her work included business development, sales and marketing, digital/social media implementation and strategy, training and development, sales management and compliance.  She has been integrating social media into sales and recruiting processes since 2008, when she first implemented a social media strategy to assist advisors’ success in their practices and improve company profitability and recruiting efforts.

Jansen has been a frequent speaker and panel moderator for events and organizations including the national RealShare Conference Series in Los Angeles, the Financial Planning Association (FPA) the Federation of Exchange Accommodator (FEA) and chamber of commerce divisions nationally as well as a panel judge for the LIMRA
Financial Services Social Media Silver Bowl Awards.

She has a Bachelor of Arts degree in behavioral science and law from the University of Wisconsin-Madison and has been trained by some of the financial service industry’s top sales training professionals, including Sandler Sales Training Systems, Mark Sheer and
Stephen Schiffman.

Jansen also has previously held Financial Industry Regulatory Authority Series 7, Series 24, Series 66 and Series 63 licenses as well as Life, Accident, & Health Insurance Licenses in Illinois, Wisconsin and California.

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