Dale L. Shafer II, CFP®, CBEC®, APMA®

Evaluator
DISC Type : dsc

Board Member at Scottsdale Leadership

Phoenix, Arizona, United States

Overview

Dale has no verified overview

Personality Overview

Hard To Convince

Fast But Analytical

Quality Focused

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  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

Topics They Care About

Dale has no verified topics they care about

Media Appearances

Dale has no verified media appearances

Work History

7-2025
Board Member at Scottsdale Leadership
3-2025
President at Scottsdale Community All-Stars
4-2022
Founder | Financial Advisor | CCO at Life Moves Wealth Management
12-2017 - 4-2022
Financial Advisor at Ameriprise Financial Services, LLC
5-2015 - 12-2017
Business Development Specialist at UBS Financial Services

Education

2019 - 2020
Certificate in Financial Planning from Florida State University
2014 - 2016
Bachelor of Science (B.S.) from Bethel University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Phoenix, Arizona, United States Job Level : Leadership Designation : Board Member at Scottsdale Leadership
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Insights For Selling To Dale

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Be prepared for comments or questions that are critical of your product or your claims
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dale is

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

  • 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 Dale move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Dale 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 Dale

Personality Compatibility


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