Dan Mullaney

Questioner
DISC Type : c

Financial Advisor at Capital Planners

Greater Cleveland, United States

Overview

Dan Mullaney is a Financial Advisor with Capital Planners, where he helps clients achieve financial balance. He leverages a disciplined, mission-oriented mindset from his prior service as a Marine Corps NCO to create clear, well-designed strategies. He attended Ohio University and holds Series 6, Life, and Health licenses.

His military background informs his commitment to service and community. Dan is active in supporting fellow veterans and participates in local charity events for military support organizations. This dedication to others is a cornerstone of both his professional and personal life.

Before entering finance, Dan served as a Non-Commissioned Officer (NCO) in the United States Marine Corps.

Personality Overview

Systematic

Price-Sensitive

Not Easily Convinced

They prefer to fully evaluate every situation.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Holistic Financial Planning
His core philosophy is to help people get their entire financial life in balance, focusing on their most meaningful long-term family and personal goals.
Veteran Support
As a former Marine, he is actively involved in his community, participating in charity events that raise money for military veteran organizations.
Client Empowerment
He focuses on ensuring clients have a clear understanding of the financial process and strategies being implemented to conquer the fear of the unknown.

Media Appearances

Dan has no verified media appearances

Work History

9-2015
Financial Advisor at Capital Planners
4-2006 - 8-2015
Financial Representative at Northwestern Mutual
6-1998 - 6-2006
NCO at United States Marine Corps

Education

Dan has no verified education history

More Information

Social Presence :

Prographics :

Exp : 27 Location : Greater Cleveland, United States Job Level : N/A Designation : Financial Advisor at Capital Planners
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for 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?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Dan take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Dan

Personality Compatibility


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