Daniel Lengyel

Questioner
DISC Type : c

Chief Executive Officer at Spectrum Financial Group

Dallas-Fort Worth Metroplex, United States

Overview

Daniel has no verified overview

Personality Overview

Value Seeker

Price-Sensitive

Cautious & Analytical

It is quite likely of them to ask for pricing or other concessions.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Daniel has no verified topics they care about

Media Appearances

Daniel has no verified media appearances

Work History

3-2014
Chief Executive Officer at Spectrum Financial Group
3-2014
Managing Partner at Spectrum Financial Group
5-2012 - 3-2014
Wealth Structuring Specialist at Merrill Lynch
1-2002 - 4-2012
Vice President - Western Region at MetLife
Advisor, Sales Mgr, Regional Dir of Financial Planning at Lincoln Financial Group

Education

1986 - 1990
Education details unavailable from University of Michigan
Education details unavailable from Brother Rice High School

More Information

Social Presence :

Prographics :

Exp : 24 Location : Dallas-Fort Worth Metroplex, United States Job Level : Leadership Designation : Chief Executive Officer at Spectrum Financial Group
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel 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

  • 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 move?

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

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Daniel

Personality Compatibility


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