Craig Gibson

Evaluator
DISC Type : dsc

Business Development Manager at Valu-Trac Investment Management Ltd.

Glasgow, Scotland, United Kingdom

Overview

Craig is a seasoned business leader with over 38 years in financial services, specializing in the Ultra/High Net Worth and corporate sectors. An entrepreneurial problem-solver and a Member of the Institute of Directors, he is now a Business Development Manager at Valu-Trac Investment Management, focusing on enhancing the client experience.

Outside of his professional life, Craig is a dedicated family man who publicly celebrates his childrens achievements. He is also deeply passionate about mentoring the next generation of business professionals, reflecting his commitment to the industrys future and giving back to the community.

His retirement lasted approximately three hours before he embraced his new role, highlighting his immense passion for his work.

Personality Overview

Hard To Convince

Quality Focused

Thorough Evaluator

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Client Experience
His professional introduction states he is constantly looking at ways to improve the client experience within the financial services industry.
Wealth Management Innovation
He recently attended an investment conference and showed a keen interest in how AI and innovation will improve the wealth management industry.
Mentoring Professionals
He is extremely passionate about mentoring the next generation of business professionals, a core part of his professional identity.

Media Appearances

Craig has no verified media appearances

Work History

11-2025
Business Development Manager at Valu-Trac Investment Management Ltd.
9-2024 - 9-2025
Regional Business Development Manager at IWP Financial Planning Ltd t/a AGL Wealth Management
5-2009 - 8-2024
Chief Executive Officer at AGL Wealth Management Ltd
9-2010 - 7-2024
Managing Director at Sunrise (UK) Properties Ltd
8-2013 - 5-2024
Managing Director at AGL Corporate Services

Education

1982 - 1987
Education details unavailable from Thomas Muir High School, Bishopbriggs
Education details unavailable from Member of the Institute of Directors

More Information

Social Presence :

Prographics :

Exp : 16 Location : Glasgow, Scotland, United Kingdom Job Level : Middle Designation : Business Development Manager at Valu-Trac Investment Management Ltd.
URL has been copied!

Insights For Selling To Craig

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Craig is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Craig

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Craig move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Craig take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Craig

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.