Dana Potts

Evaluator
DISC Type : CDs

Wealth Management Advisor at Northwestern Mutual Financial Network

Greater Chicago Area, United States

Overview

Dana Potts is a Forbes-recognized Wealth Management Advisor with Northwestern Mutual, holding CFP® and ChFC® certifications. Based in Hinsdale, IL, he focuses on helping clients manage wealth, protect their financial future, and create a lasting legacy for their families.

Outside of his professional role, Dana is a highly active and competitive athlete. He is a multi-gold medal winner in the Illinois Senior Olympic Games for track and field. He grew up on a farm in Northern Michigan, has coached middle school track, and plays basketball.

During his time at Olivet College, he served as the News Director for the campus radio station.

Personality Overview

Quality Focused

Fast But Analytical

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Legacy Planning
His stated value proposition is to help families and individuals not only manage wealth but also to assist those who desire to leave a legacy.
Retirement Planning
As a Certified Financial Planner, a core part of his practice involves creating tailored, long-term financial plans to help clients achieve their retirement goals.
Childhood Cancer Research
He is a supporter of Alex's Lemonade Stand Foundation, a cause that funds cancer research and supports families of children with cancer.

Media Appearances

Dana has no verified media appearances

Work History

9-2015
Wealth Management Advisor at Northwestern Mutual Financial Network
6-1993
Financial Advisor at Northwestern Mutual Financial Network

Education

1975 - 1978
Business from The University of Olivet
1975 - 1975
BA Cum Laude from The University of Olivet

More Information

Social Presence :

Prographics :

Exp : 32 Location : Greater Chicago Area, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual Financial Network
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Insights For Selling To Dana

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dana is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Dana

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Dana move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Dana take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Dana

Personality Compatibility


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