Daniel Cotter

Enthusiast
DISC Type : i

Financial Consultant at Equitable Advisors

Westlake, Ohio, United States

Overview

With over 25 years in finance, Dan Cotter is a Financial Consultant at Equitable Advisors specializing in investment and insurance strategies for business owners and high-net-worth individuals. He holds a BA from the University of Notre Dame and frequently speaks to professional organizations like the Ohio and Florida Bar Associations.

Before his career in finance, Dan was the co-owner of a private energy company. This experience provides him with a unique perspective on the challenges and opportunities that business owners face, particularly in the energy sector.

Unique fact: Dan transitioned from being a private energy company co-owner to a specialist in financial and estate planning.

Personality Overview

Consensus Focused

Amiable & Agreeable

Optimistic

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Business Owner Needs
His practice focuses on serving the specific investment and insurance needs of successful business owners.
Estate Planning
He consults with professional advisors and clients on effective estate planning and life insurance techniques.
Risk Management
His past role as Director of Risk Management at Rehmann Financial Group highlights his expertise in this area.

Media Appearances

Daniel Cotter | The Mid America Branch - Equitable Advisors. Featured in Equitable Advisors (Mid America Branch)

See Now

Work History

1-2020
Financial Consultant at Equitable Advisors
4-2016 - 1-2020
Financial Consultant at AXA Advisors, LLC
1-2010 - 4-2016
Principal/Director-Risk Management at Rehmann Financial Group
1-2010 - 10-2010
Principal, Director of Insurance at Rehmann Financial Group

Education

1972 - 1976
BA from University of Notre Dame

More Information

Social Presence :

Prographics :

Exp : 16 Location : Westlake, Ohio, United States Job Level : Mid-senior Designation : Financial Consultant at Equitable Advisors
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Ask them how their day is going or exchange some other pleasantries
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Daniel

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Daniel take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Daniel

Personality Compatibility


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