Daniel Cairns, CFP, CIMA, CPWA, RICP

Questioner
DISC Type : c

Senior Vice President at D.A. Davidson Companies

Roseville, California, United States

Overview

Daniel has no verified overview

Personality Overview

Not Easily Convinced

Value Seeker

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  It is quite likely of them to ask for pricing or other concessions. They prefer to do thorough analysis of any situation.

Topics They Care About

Daniel has no verified topics they care about

Media Appearances

Daniel has no verified media appearances

Work History

6-2021
Senior Vice President at D.A. Davidson Companies
10-2011 - 6-2021
Senior Vice President at Baird
11-1980 - 10-2011
Senior Vice President at A.G. Edwards & Sons, Inc and successor firms

Education

1976 - 1980
Business Administration from Indiana University - Kelley School of Business
CIMA from The Wharton School

More Information

Social Presence :

Prographics :

Exp : 45 Location : Roseville, California, United States Job Level : Leadership Designation : Senior Vice President at D.A. Davidson Companies
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel 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 Daniel

  • 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 Daniel move?

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

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Daniel

Personality Compatibility


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