Daniel Jones - Financial Planner

Evaluator
DISC Type : csd

Independent Financial Adviser at DGS Chartered Financial Planners

St Albans, England, United Kingdom

Overview

Daniel Jones is an Independent Financial Adviser at DGS Chartered Financial Planners, specializing in helping clients achieve a secure and fulfilling retirement. He holds a Diploma in Financial Planning and is frequently described by clients and colleagues as professional, approachable, and knowledgeable, with exemplary ethics.

Outside of work, Daniel lives in Hertfordshire with his wife and two young children. He is a keen golfer who enjoys keeping fit and is also an enthusiastic guitarist in his spare time.

For five consecutive years, Daniel has been named a Top Rated Financial Adviser by VouchedFor, a recognition based entirely on client testimonials.

Personality Overview

Quality Focused

Fast But Analytical

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Retirement Planning
His entire professional focus is on helping people approaching or in retirement to live without the fear of running out of money.
Client-Centric Advice
He values industry events with "no product push" and his top-rated status on VouchedFor is based solely on positive client reviews, highlighting his focus on client satisfaction.
Financial Adviser Community
He actively engages with his professional community, attending events hosted by Dimensional Fund Advisors and Fundment to share and learn from peers.

Media Appearances

Daniel has no verified media appearances

Work History

4-2018
Independent Financial Adviser at DGS Chartered Financial Planners
9-2004 - 4-2018
Independent Financial Adviser at nhance Independent Ltd
6-2000 - 9-2004
Independent Financial Adviser at Millfield Partnership
2-1998 - 6-2000
Financial Adviser at Lincoln Financial Group

Education

Diploma in Financial Planning from Chartered Insurance Institute
Certificate in Financial Planning from Chartered Insurance Institute

More Information

Social Presence :

Prographics :

Exp : 28 Location : St Albans, England, United Kingdom Job Level : N/A Designation : Independent Financial Adviser at DGS Chartered Financial Planners
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Daniel

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Daniel take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Daniel

Personality Compatibility


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