Daniel Goldstein

Trailblazer
DISC Type : DI

President & COO, Co-Founder at Trust & Will

Dallas, Texas, United States

Overview

Daniel Goldstein is the Co-Founder, President, and COO of Trust & Will, the leading digital estate planning platform in the U. S. He focuses on strategic growth, operational expansion, and building high-performing teams, drawing from his business education at Baylor University. People who have worked with him often describe him as passionate, enthusiastic, and a natural leader.

Personality Overview

Assertive

Charismatic

Values Relationships

They are charming and have the ability to align others behind their decisions.  They do not mind taking risks and can make hard decisions, if necessary. They are more likely to be open to unproven but exciting technologies.

Topics They Care About

Accessible Estate Planning
He co-founded Trust & Will to make estate planning simple, affordable, and accessible for all families, a mission he frequently discusses in interviews.
Venture Fundraising
He has successfully raised over $48 million for Trust & Will and often shares his experiences and strategies for securing capital as a startup.
Startup Scaling
His role is centered on driving strategic growth and operationalizing expansion, having scaled the company from a Techstars participant to a market leader.

Media Appearances

Trust & Will: Daniel Goldstein - The Fintech Playbook (Apple Podcasts). Featured in Apple Podcasts

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Trust & Will: Daniel Goldstein – by Austin Carroll (Substack). Featured in Substack

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Trust & Will's Daniel Goldstein on Building the TurboTax of Estate Planning (Thunder VC Blog). Featured in Thunder VC

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Work History

8-2017
President & COO, Co-Founder at Trust & Will
12-2016 - 5-2017
VP, Strategy and Business Development at Seamgen
12-2014 - 12-2016
Director of Strategy and Business Development at Seamgen
12-2012 - 12-2014
Director of Business Development at Punchkick Interactive
1-2012 - 12-2012
City Planner at Groupon

Education

Business from Baylor University - Hankamer School of Business
Education details unavailable from Deerfield High School

More Information

Social Presence :

Prographics :

Exp : 14 Location : Dallas, Texas, United States Job Level : Leadership Designation : President & COO, Co-Founder at Trust & Will
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Talk about yourself and some of your achievements at the start of the conversation
  • Ask them for a lunch or coffee once some rapport has been established
  • Address your competition clearly and confidently

DONT's

  • Avoid unnecessary negativity or slowness
  • Don’t hesitate from asking them how they truly feel about your product
  • Don’t hesitate from asking questions or pushing them, but take a friendly approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Daniel

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Daniel take some risk or not?

  • They can take risks if necessary.

You And Daniel

Personality Compatibility


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