Daniel G. Krivos

Questioner
DISC Type : c

Managing Director/Wealth Management Advisor at Northwestern Mutual

Elm Grove, Wisconsin, United States

Overview

Daniel G. Krivos is a Managing Director and Wealth Management Advisor at Northwestern Mutual in Elm Grove, Wisconsin. He specializes in developing enduring client relationships to provide expert financial guidance. Daniel holds a Bachelor of Business Administration from the University of Wisconsin-Whitewater and a Chartered Life Underwriter designation.

Outside of work, Daniel lives in Brookfield with his wife and two children. He leads an active lifestyle, enjoying running, biking, golfing, and traveling with his family. He is also committed to his community, actively supporting Alexs Lemonade Stand Foundation to fight childhood cancer.

He is a consistent high-performer, having qualified for the Million Dollar Round Table for ten consecutive years.

Personality Overview

Cautious & Analytical

Not Easily Convinced

Value Seeker

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 analyze every situation thoroughly.


Topics They Care About

Financial Security Planning
His professional mission is to help clients build financial security and peace of mind through expert guidance and long-term relationships.
Investment Diversification
Shares content emphasizing the importance of using diversification to navigate market shifts and economic uncertainty on behalf of his clients.
Childhood Cancer Causes
He is an active supporter of Alex's Lemonade Stand Foundation, a non-profit dedicated to finding cures for childhood cancer.

Media Appearances

Daniel G. Krivos – Northwestern Mutual (Video Gallery). Featured in Facebook

See Now

Work History

2000
Managing Director/Wealth Management Advisor at Northwestern Mutual
Managing Director/Wealth Management Advisor at Northwestern Mutual

Education

2007 - 2012
Chartered Life Underwriter from The American College of Financial Services
1996 - 2000
Bachelor of Business Administration (BBA) from University of Wisconsin-Whitewater

More Information

Social Presence :

Prographics :

Exp : 26 Location : Elm Grove, Wisconsin, United States Job Level : N/A Designation : Managing Director/Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Daniel G.

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel G. 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 G.

  • 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 G. move?

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

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


You And Daniel G.

Personality Compatibility


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