Dan Garrett

Observer
DISC Type : ic

Co-Founder & Managing Director at Advisor Digital

Gravois Mills, Missouri, United States

Overview

Dan Garrett is a technology professional with 40 years of experience, currently serving as the Co-Founder and Managing Director of Advisor Digital. His company, which was spun off from SRG Financial Advisors after he built their tech stack, provides fintech consulting and managed services to independent financial advisory firms.

He is a graduate of the Systems Engineering Development Program at Electronic Data Systems and has completed Masters coursework at Southern Methodist University.

An interesting fact: Dan built the technology infrastructure for a financial advisory firm and then successfully spun it off into its own independent managed services company, Advisor Digital.

Personality Overview

Assertive

Curious

Example Seeker

They are likely to ask many questions and look heavily for supporting information.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Fintech for Advisors
Co-founded Advisor Digital to provide integrated tech stacks, implementation, and managed services specifically for independent financial advisory firms and RIAs.
Process Automation
Promotes tools like PreciseFP to automate client data collection and onboarding, aiming to reduce friction and streamline workflows for financial advisors.
Integrated Tech Stacks
Focuses on building comprehensive technology solutions that support all seven pillars of financial planning, integrating CRMs like Redtail with other key applications.

Media Appearances

Dan has no verified media appearances

Work History

7-2024
Co-Founder & Managing Director at Advisor Digital
11-2021
Director of Strategy & Technology at SRG Financial Advisors
7-2018 - 11-2021
Consulting Director at Huron
6-2017 - 7-2018
Independent Business Consultant at Self-Employed
1-2014 - 6-2017
Director - Business Intelligence Performance Manangement at RedGalaxy Consulting

Education

1985 - 1987
Graduate of Systems Engineering Development Program from Electronic Data Systems
1981 - 1983
Completed Masters Course Work from Southern Methodist University

More Information

Social Presence :

Prographics :

Exp : 40 Location : Gravois Mills, Missouri, United States Job Level : Leadership Designation : Co-Founder & Managing Director at Advisor Digital
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Ask them questions to understand their needs better while staying affable
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Dan

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Dan take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Dan

Personality Compatibility


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