Daniel M Reisner, CFP®, CLU®, RICP®, WMCP®, AEP®

Critic
DISC Type : C

Partner and Private Wealth Advisor at LiveWell Capital

Tampa, Florida, United States

Overview

Dan Reisner is a Partner and Private Wealth Advisor at LiveWell Capital, focusing on executives from Fortune 500 firms. Recognized by Forbes as a top advisor, he holds numerous certifications, including CFP®, CLU®, and RICP®, and began his career with Northwestern Mutual in 2006.

Originally from Albany, NY, Dan relocated to Tampa, FL, in 2021. He is a family man who is involved in his sons football activities. A dedicated Cincinnati Bengals fan, he values aligning financial strategies with personal goals and what matters most to families.

He once quietly streamed a Cincinnati Bengals game on his phone during his son’s football banquet.

Personality Overview

Critic

Objective Thinker

ROI Driven

It is very likely that they will negotiate pricing or other important terms.  They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Topics They Care About

Executive Wealth Management
His practice is focused on serving corporate professionals and executives from Fortune 100 and 500 firms, building holistic financial plans to meet their specific needs.
Holistic Financial Planning
Emphasizes that financial planning is an "act of service, " helping families align their money with their most important values and goals.
Economic Trends
He shares posts and information regarding the Federal Reserve's policies, showing an interest in the relationship between inflation and the labor market.

Media Appearances

Daniel has no verified media appearances

Work History

7-2025
Partner and Private Wealth Advisor at LiveWell Capital
8-2006 - 6-2025
Wealth Management Advisor at Northwestern Mutual

Education

2002 - 2006
Education details unavailable from Siena University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Tampa, Florida, United States Job Level : N/A Designation : Partner and Private Wealth Advisor at LiveWell Capital
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Insights For Selling To Daniel M

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try too hard to build a relationship with them
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel M is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Daniel M

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Daniel M move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Daniel M take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Daniel M

Personality Compatibility


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