Andrew Day LLB(hons), FPFS, CFP™

Visionary
DISC Type : Ds

Principal Financial Planning Director at Depledge Strategic Wealth Management Ltd

Cheadle, England, United Kingdom

Overview

Andrew has no verified overview

Personality Overview

Early Adopter

Big Vision Person

Risk Tolerant

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Andrew has no verified topics they care about

Media Appearances

Andrew has no verified media appearances

Work History

1-2014
Principal Financial Planning Director at Depledge Strategic Wealth Management Ltd
1-2014
Directer and Chartered Financial Planner at Depledge Strategic Wealth Management Ltd
6-2010 - 12-2013
Principal Financial Consultant at Lift Financial Ltd
9-1999 - 5-2010
Senior Consultant at HSBC Actuaries and Consultants Limited
8-1998 - 9-1999
Financial Planner at Brown Shipley

Education

9-2020 - 11-2021
CERTIFIED FINANCIAL PLANNER™ CFP® from The Chartered Institute for Securities & Investment (The CISI)
1-2000 - 7-2010
Fellow of the Personal Finance Society FPFS from Chartered Insurance Institute

More Information

Social Presence :

Prographics :

Exp : 27 Location : Cheadle, England, United Kingdom Job Level : Senior Designation : Principal Financial Planning Director at Depledge Strategic Wealth Management Ltd
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Use phrases like 'your team deserves', 'best in class' etc.
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Andrew

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Andrew move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Andrew take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Andrew

Personality Compatibility


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