Dan Wilson

Wildcard
DISC Type : sci

Head of Sales at RISR

Greater Philadelphia, United States

Overview

Dan Wilson is the Head of Sales at RISR, a software company focused on helping financial advisors work with business owners. He leverages an extensive sales background from BizEquity and an accounting degree from Susquehanna University to drive growth in the financial technology space.

While his public profile is professionally focused, his career with companies in the greater Philadelphia area suggests a connection to the local community. He is likely a supporter of the citys vibrant culture and professional sports teams.

Dan was a featured guest on "The Modern Financial Advisor" podcast, sharing expertise on engaging business owners.

Personality Overview

Requires Proof

Friendly But Slow

Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

The Business Owner Market
His role and recent posts are dedicated to a mission of helping financial advisors better engage with and serve private business owners.
Financial Advisor Tech
He actively represents RISR at AdviceTech and FinTech demo events, showing a clear passion for technology that empowers financial professionals.
Exit Planning
Recently attended the Exit Planning Summit, indicating a professional focus on this key area of financial planning for business owners.

Media Appearances

Dan has no verified media appearances

Work History

9-2024
Head of Sales at RISR
1-2024 - 9-2024
Senior Sales Director at BizEquity
1-2022 - 1-2024
Sales Director at BizEquity
9-2021 - 12-2021
Senior SDR at BizEquity
7-2018 - 1-2021
Business Manager at SEI

Education

Accounting and Information Systems from Susquehanna University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Greater Philadelphia, United States Job Level : Mid-senior Designation : Head of Sales at RISR
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Invite them for a social do but don’t rely solely on the relationship
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Dan

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Dan take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Dan

Personality Compatibility


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