Dan Day, ChFC, CLU, CLTC in

Dan Day, ChFC, CLU, CLTC

Inquirer · DISC type dc
Wealth Management Advisor & Fee Based Financial Planner at Northwestern Mutual
📍 Boulder, Colorado, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Current Role
Wealth Management Advisor & Fee Based Financial Planner
Location
Boulder, Colorado, United States
Personality Overview

How Dan shows up

Hard To Convince
Upfront
ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact. They respond well to confident salespeople.

Priorities

Topics Dan cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-1981
Wealth Management Advisor & Fee Based Financial Planner
Northwestern Mutual
9-2001
Volunteer-Committee Member-Past Board Member
Emergency Family Assistance Association
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
8-1977 - 8-1981
BA
University of Colorado Boulder
ChFC
The American College of Financial Services
CLU
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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