Dan Meader CFA CPA

Enthusiast
DISC Type : i

Founder and Managing Director at Trinity Investors

Southlake, Texas, United States

Overview

Dan has no verified overview

Personality Overview

Amiable & Agreeable

Non-Confrontational

Optimistic

They agree with others often, so exercise caution when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Dan has no verified topics they care about

Media Appearances

Dan has no verified media appearances

Work History

5-1999
Founder and Managing Director at Trinity Investors
5-1999
Managing Director at Trinity Advisory Group
2006 - 2013
Former Board Member, Past Chairman at CFA Institute
11-1988 - 9-1997
Vice President at Sowell & Co.
8-1984 - 11-1988
Corporate Lending Officer at Bank of America

Education

1980 - 1984
Bachelor of Business Administration - BBA from Southern Methodist University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Southlake, Texas, United States Job Level : Leadership Designation : Founder and Managing Director at Trinity Investors
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Invite them for a lunch or a drink/coffee
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Avoid overloading them with too much information
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Dan

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Dan take some risk or not?

  • They can take some low-probability risks if needed.

You And Dan

Personality Compatibility


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