Daniel Hoffe, CFP®

Examiner
DISC Type : cs

Executive Vice President at Capstan Financial Consulting Group at Wells Fargo Advisors Financial Network, LLC

North Port-Sarasota Area, United States

Overview

Daniel has no verified overview

Personality Overview

Late Adopter

Tough To Convince

Unexpressive

They do not like taking risks at all and go for proven options in the end.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Daniel has no verified topics they care about

Media Appearances

Daniel has no verified media appearances

Work History

7-2016
Executive Vice President at Capstan Financial Consulting Group at Wells Fargo Advisors Financial Network, LLC
8-2013 - 7-2016
Executive Director at J.P. Morgan
9-2010 - 8-2013
Wealth Advisor at BB&T
Senior Vice President, Private Client Advisor at U.S. Trust, Bank of America, Private Wealth Management

Education

1985 - 1989
Bachelor of Arts (B.A.) from Brown University

More Information

Social Presence :

Prographics :

Exp : 15 Location : North Port-Sarasota Area, United States Job Level : Leadership Designation : Executive Vice President at Capstan Financial Consulting Group at Wells Fargo Advisors Financial Network, LLC
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Daniel

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Daniel take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Daniel

Personality Compatibility


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