Clayton Daniel

Balancer
DISC Type : S

Chief Executive Officer at Ensombl

Sydney, New South Wales, Australia

Overview

Clayton Daniel is the MD and Co-Founder of XY Adviser (now Ensombl), a professional network for financial advisers. A former adviser and author, he is dedicated to evolving the financial advice industry through community and technology. People who have worked with him describe him as engaging, energetic, and a passionate thought leader with an unbridled ambition to break new ground.

In a past interview, Clayton mentioned that after his first marriage ended, he spent six months traveling the world, including four to five months in South America. He has also spoken about being in a band earlier in life. His professional life is driven by a passion to improve the financial advice industry, a mission that extends beyond a typical job.

Interesting fact: Clayton started XY Adviser because he didnt want to pay ten dollars to register a new domain name for an event he was organizing for fellow advisers.

Personality Overview

Empathetic

Formal Mannered

Diplomatic

They are confident about making long-term decisions.  They are polite and respectful but practical. Even if it takes time, they prefer following the process.

Topics They Care About

Evolution of Advice
As the founder of XY Adviser (Ensombl), his primary mission is to drive the positive evolution of the financial advice profession through a dedicated social network.
Financial Literacy
Authored the book "Fund Your Ideal Lifestyle" and advocates for better money management and using technology to automate finances and reduce money-related stress.
Millennial Finance
Has published multiple articles focused on the unique financial priorities of millennials, such as prioritizing superannuation over entering the expensive property market.

Media Appearances

Clayton has no verified media appearances

Work History

10-2019
Chief Executive Officer at Ensombl
7-2014 - 10-2019
Co-Founder at Ensombl
10-2018 - 9-2019
Growth at Adviser Ratings
2-2017 - 9-2018
Founder at Sprout Super
2-2017
Author at Fund Your Ideal Lifestyle

Education

2005 - 2008
Bachelor’s Degree from University of Newcastle
2010 - 2014
Dip FS from Kaplan Professional
2013 - 2013
Self Managed Super Funds from Pinnacle financial services

More Information

Social Presence :

Prographics :

Exp : 18 Location : Sydney, New South Wales, Australia Job Level : Leadership Designation : Chief Executive Officer at Ensombl
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Insights For Selling To Clayton

During A Call Or A Meeting

DO's

  • Focus on making them comfortable before really commencing the sales motion
  • Tell them about the outcome and results before talking about the input
  • Be personal and polite and slightly formal

DONT's

  • Skip mentioning details that are confusing
  • Don’t push them for a no, take the lack of yes as a no after a certain point
  • Don’t try to be overly social in the early interactions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Clayton is

  • For them, low risk, acceptance by others and strong collaterals are most important.
  • Will you ever get a clear answer from Clayton

  • They never like to say no directly, they postpone the decisions or just go silent.

Insights For Deal Planning

    How fast (or slow) will Clayton move?

  • They can be very slow in making decisions.
  • Can Clayton take some risk or not?

  • They are very likely to play it safe rather than taking risk.

You And Clayton

Personality Compatibility


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