Charles McDaniels, CLU®, ChFC®, RICP®

Critic
DISC Type : C

Past Divisional Vice President-Innovations at Million Dollar Round Table

Fayetteville, Georgia, United States

Overview

Charles is a Senior Financial Representative at Principal Financial Group with over 35 years of industry experience. He is also a long-term small business owner, specializing in financial planning for individuals, business owners, and executives. He holds a Bachelor of Science from the University of Texas.

Outside of his financial practice, Charles has a strong history of community leadership. He has served as the President of the Rotary Club of Clayton County and was a board member for the Southern Regional Medical Center, focusing on organizing community projects to aid those in need.

Unique fact: Charles holds a degree in Criminology and Psychology.

Personality Overview

ROI Driven

Objective Thinker

Negotiator

They prefer to do logical analysis and value evidence over emotions.  They enjoy working alone and do not rely on others very often. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Retirement Income
He recently obtained the Retirement Income Certified Professional® (RICP®) designation, indicating a focused expertise in this area.
Small Business Planning
As a small business owner for over 35 years, he has deep personal and professional experience in financial strategies for businesses.
Community Service
Demonstrated a strong commitment through his past presidency of the Rotary Club of Clayton County and service on a hospital board.

Media Appearances

Charles has no verified media appearances

Work History

8-2012 - 8-2013
Past Divisional Vice President-Innovations at Million Dollar Round Table
2010 - 2012
Past Chairman, Zone 8 USA Membership Communications Cmt at Million Dollar Round Table
2003 - 2008
Former, Board Member at Southern Regional Medical Center
1999 - 2006
Past President at Rotary Club of Clayton County
1981
Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group

Education

1976 - 1978
B.S. from University of Texas
1971 - 1972
Diploma from Queen Anne High School

More Information

Social Presence :

Prographics :

Exp : 37 Location : Fayetteville, Georgia, United States Job Level : Senior Designation : Past Divisional Vice President-Innovations at Million Dollar Round Table

Interested in

Health & Outdoor

Travel Enthusiast

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Insights For Selling To Charles

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready for penetrating questions and critical examination of your pitch
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don't give superficial answers, they are easily rattled by them
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charles is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Charles

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Charles move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Charles take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Charles

Personality Compatibility


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