Colin Allen, CFA

Questioner
DISC Type : c

Director - RIA West at VanEck

Los Angeles, California, United States

Overview

Colin has no verified overview

Personality Overview

Not Easily Convinced

Cautious & Analytical

Value Seeker

It is quite likely of them to ask for pricing or other concessions.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Colin has no verified topics they care about

Media Appearances

Colin has no verified media appearances

Work History

4-2025
Director - RIA West at VanEck
8-2024 - 4-2025
Relationship Manager - Family Office & RIAs || Western U.S. at DoubleLine
10-2018 - 8-2024
Financial Advisor Services - Regional Director at Dimensional Fund Advisors
2-2017 - 10-2018
Assistant Vice President, Research at LPL Financial
9-2014 - 2-2017
Senior Research Analyst at LPL Financial

Education

2005 - 2009
BA from UMass Boston
Education details unavailable from The Roxbury Latin School

More Information

Social Presence :

Prographics :

Exp : 13 Location : Los Angeles, California, United States Job Level : Mid-senior Designation : Director - RIA West at VanEck
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Insights For Selling To Colin

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Colin is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Colin

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Colin move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Colin take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Colin

Personality Compatibility


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