Daniel Marshall

Energizer
DISC Type : I

Client Services Associate at Lund Wealth Management

New Bedford, Massachusetts, United States

Overview

Daniel has no verified overview

Personality Overview

Believer

Imaginative

Relationship Oriented

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They excel at seeing the bigger picture, and the long-term impact of their decisions. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Daniel has no verified topics they care about

Media Appearances

Daniel has no verified media appearances

Work History

7-2025
Client Services Associate at Lund Wealth Management
7-2023
Director of Sacred Music and Choirs, Organist at St. Anthony of Padua Parish
4-2024 - 8-2025
Chief Operating Officer & Director of Financial Strategies at Guided Wealth, LLC
1-2024 - 9-2024
Tax Associate at Ann M Borges, LLC
11-2022 - 9-2024
NSCC Support Representative II at SS&C Technologies

Education

5-2021 - 12-2021
Bachelor of Arts - BA from Southern New Hampshire University
2018 - 2021
Bachelor of Arts - BA from Providence College

More Information

Social Presence :

Prographics :

Exp : 7 Location : New Bedford, Massachusetts, United States Job Level : Mid-senior Designation : Client Services Associate at Lund Wealth Management
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Talk about their team and how your product will help them do things better and easier
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Daniel

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Daniel take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Daniel

Personality Compatibility


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