Dan Granucci, CFA, CFP®

Questioner
DISC Type : c

President at Iron Path Wealth Management, Inc

New York City Metropolitan Area, United States

Overview

Dan has no verified overview

Personality Overview

Not Easily Convinced

Cautious & Analytical

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Dan has no verified topics they care about

Media Appearances

Dan has no verified media appearances

Work History

8-2020
President at Iron Path Wealth Management, Inc
8-2017 - 8-2020
CERTIFIED FINANCIAL PLANNER™ Professional at Feehan Financial
1-2016 - 6-2017
Certified Financial Planner™ at Reby Advisors
5-2006 - 1-2016
Senior Financial Consultant at Webster Investments

Education

2002 - 2006
Bachelor of Science in Business Management from Binghamton University School of Management

More Information

Social Presence :

Prographics :

Exp : 19 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : President at Iron Path Wealth Management, Inc
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Dan

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Dan take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Dan

Personality Compatibility


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