Dan Haylett

Inspirer
DISC Type : di

Podcast Host at The Humans vs Retirement Podcast

Maldon, England, United Kingdom

Overview

Dan Haylett is a Director and Financial Planner at TFP Financial Planning, specializing in the human side of retirement. An author and host of the #1 UK retirement podcast, "Humans vs Retirement, " he focuses on helping clients live with purpose and joy. People he has worked with often describe him as a gifted communicator.

Personally, Dan enjoys golf, reading, and coffee. He is a disciplined early riser, often getting up at 5am to start his day. This routine reflects his focus on intentional living, a core theme he advocates for in his professional work.

An interesting fact about Dan is his specific list of dislikes, which includes oysters, the Arsenal football club, big egos, and Crocs.

Personality Overview

Charming & Persuasive

Confident & Optimistic

Generous

They don’t mind taking a stand if they believe in something.  They measure a product on its merit but can be influenced by strong testimonials. They usually prefer to drive the conversation.

Topics They Care About

Retirement Wellbeing
His entire professional focus, book, and podcast are dedicated to the psychological and emotional challenges of life after work, emphasizing purpose and joy over just financial metrics.
Psychology of Spending
He frequently writes and speaks about helping retirees overcome the fear of running out of money, encouraging them to use their funds to live a fulfilling life.
Content Creation
Actively engages in content creation as an author, host of a top-ranked podcast, and writer for his popular "The Retirement Fix" newsletter on Substack.

Media Appearances

Humans vs Retirement with Dan Haylett. Featured in YouTube (The Humans vs Retirement Podcast)

See Now

Work History

2-2023
Podcast Host at The Humans vs Retirement Podcast
3-2021
Director at TFP Financial Planning Ltd
9-2018
Financial Planner at TFP Financial Planning Ltd
1-2017 - 3-2018
Head of Regional Sales at Legal & General Investment Management (LGIM)
3-2014 - 1-2017
Senior Investment Sales Manager at Legal & General Investment Management (LGIM)

Education

Diploma from Chartered Insurance Institute
Certificate from Chartered Insurance Institute

More Information

Social Presence :

Prographics :

Exp : 23 Location : Maldon, England, United Kingdom Job Level : Mid-senior Designation : Podcast Host at The Humans vs Retirement Podcast
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Clearly address the competitive aspects
  • Acknowledge their status and position during the conversation
  • Look like someone who is on top of their game

DONT's

  • Don’t be very informal even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Dan

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Dan take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Dan

Personality Compatibility


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