Damon Friedman, CFP®

Critic
DISC Type : C

Senior Compliance Advisor, Branch Audit at Commonwealth Financial Network

San Diego, California, United States

Overview

Damon has no verified overview

Personality Overview

Objective Thinker

Precise

Critic

Unless the value is proven by data, they are unlikely to value fancy features.  It is very likely that they will negotiate pricing or other important terms. They enjoy working alone and do not rely on others very often.

Topics They Care About

Damon has no verified topics they care about

Media Appearances

Damon has no verified media appearances

Work History

3-2023
Senior Compliance Advisor, Branch Audit at Commonwealth Financial Network
10-2021 - 3-2023
Compliance Advisor, Branch Audit at Commonwealth Financial Network
12-2018 - 10-2021
Branch Inspection Manager at Independent Financial Group, LLC
6-2018 - 12-2018
Sr. Branch Inspector at Independent Financial Group, LLC
10-2016 - 6-2018
Branch Inspector at Independent Financial Group, LLC

Education

2011 - 2012
MS from San Diego State University
2010 - 2011
Certificate in Personal Financial Planning from San Diego State University

More Information

Social Presence :

Prographics :

Exp : 26 Location : San Diego, California, United States Job Level : N/A Designation : Senior Compliance Advisor, Branch Audit at Commonwealth Financial Network
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Insights For Selling To Damon

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Tell them what ROI they can expect

DONT's

  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • 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 Damon is

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

  • 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 Damon move?

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

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

You And Damon

Personality Compatibility


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