Dan Gusty, CPA, CFP™

Evaluator
DISC Type : Sdc

Director of Columbus Market; Managing Director, Johnson Family Office Services at Johnson Investment Counsel

Columbus, Ohio, United States

Overview

Dan has no verified overview

Personality Overview

Hard To Convince

Thorough Evaluator

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Dan has no verified topics they care about

Media Appearances

Dan has no verified media appearances

Work History

5-2016
Director of Columbus Market; Managing Director, Johnson Family Office Services at Johnson Investment Counsel
4-2012 - 5-2016
Vice President, Senior Wealth Strategist at Hawthorn, PNC Family Wealth / PNC Wealth Management
10-2008 - 4-2012
Advisor at Single Family Office
8-2006 - 9-2008
IB Analyst at WealthStone, Inc.

Education

2000 - 2004
Bachelor’s Degree from The Ohio State University Fisher College of Business
2000 - 2004
Master’s Degree from The Ohio State University Fisher College of Business

More Information

Social Presence :

Prographics :

Exp : 19 Location : Columbus, Ohio, United States Job Level : Mid-senior Designation : Director of Columbus Market; Managing Director, Johnson Family Office Services at Johnson Investment Counsel
URL has been copied!

Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

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

  • 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 Dan move?

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

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.