Daniel Derrig, MBA, CFP®, CIMA®

Examiner
DISC Type : cs

Partner and Financial Advisor at Prosperity Advisors

Akron, Ohio, United States

Overview

Daniel Derrig is a Partner and Financial Advisor at Prosperity Advisors in Akron, OH. With an MBA and CIMA® designation, he focuses on financial planning, economics, and tax planning. He transitioned from a successful career in banking to provide clients with a higher level of service and financial education.

Outside of work, Daniel enjoys spending time with his wife and their two children, especially having family game nights and doing puzzles together. He and his family, who reside in Hartville, Ohio, also own a horse named Spirit.

He is a multi-talented athlete who actively competes in judo, wrestling, and sambo.

Personality Overview

Process Oriented

Late Adopter

Overcautious

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Holistic Financial Planning
He focuses on comprehensive financial planning for his clients, including tax planning, financial economics, and client education, to ensure their needs are always put first.
Combat Sports
His personal biography reveals he is an active and competitive participant in multiple martial arts, including judo, wrestling, and sambo.
Family Activities
He prioritizes time with his wife and two children, enjoying activities like family game nights and solving puzzles together.

Media Appearances

Cetera Welcomes Daniel Derrig Via Prosperity Advisors. Featured in PR Newswire

See Now

Work History

11-2021
Partner and Financial Advisor at Prosperity Advisors
12-2015 - 11-2021
Financial Advisor at Huntington Financial Advisors

Education

Undergraduate Certificate from The University of Akron
Master of Business Administration - MBA from Indiana Wesleyan University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Akron, Ohio, United States Job Level : N/A Designation : Partner and Financial Advisor at Prosperity Advisors
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Daniel

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Daniel take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Daniel

Personality Compatibility


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