Dan Smith

Sharpshooter
DISC Type : CD

Chartered Financial Planner at Smith & Co Chartered Financial Planning

Ormskirk, England, United Kingdom

Overview

Dan is the Director and a Chartered Financial Planner at Smith & Co, a firm he founded. He holds a BSc from the University of Manchester and was named a VouchedFor Top Rated Adviser in 2022, leveraging over a decade of experience to help clients achieve their financial goals.

Outside of work, Dan is a dedicated family man with two young children and a Labrador. He is deeply committed to charity, undertaking a 1000km cycle ride to raise money for Motor Neurone Disease research, a cause very close to his heart following the passing of his father.

He is cycling from Morpeth to Norfolk to Dorset to raise funds for Motor Neurone Disease research.

Personality Overview

Precise But Practical

Thorough Evaluator

ROI Driven

They are not focused on building rapport and relationships.  More than the product, they care about the effectiveness of the product. They like to be in a position where they can control the conversation and terms.

Topics They Care About

Chartered Financial Planning
As a Director and Chartered Financial Planner, he specializes in creating holistic financial plans covering investments, pensions, and inheritance tax mitigation for his clients.
Wealth Management
His career includes roles as Vice President of Wealth Planning, indicating a strong background in managing and growing client assets.
MND Fundraising
He is passionately fundraising for Motor Neurone Disease research after his father passed away from the condition, undertaking a significant charity cycle ride in his memory.

Media Appearances

Daniel Smith, Smith & Co Chartered Financial Planning - VouchedFor. Featured in VouchedFor

See Now

Work History

11-2023
Chartered Financial Planner at Smith & Co Chartered Financial Planning
11-2022
Director at Smith & Co Financial Services Ltd
2-2019 - 11-2022
Vice President - Wealth Planning at Kingswood Group
1-2019 - 11-2022
Wealth Planner at Kingswood Group
7-2014 - 2-2019
Independent Financial Advisor at Thomas & Co. Financial Services

Education

2002 - 2006
BSc from University of Manchester and National University of Singapore
1996 - 2001
A-Levels: Business Studies (A) from Abingdon Boys School

More Information

Social Presence :

Prographics :

Exp : 17 Location : Ormskirk, England, United Kingdom Job Level : Mid-senior Designation : Chartered Financial Planner at Smith & Co Chartered Financial Planning
URL has been copied!

Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Hold your ground without indulging in one-upmanship

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t be in a rush to invite them for a social meet and greet
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Dan

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They can take decisions very fast if you manage to convince them.
  • Can Dan take some risk or not?

  • The risks don’t matter much to them.

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.