Daniel St Jean

Commander
DISC Type : D

Financial Advisor at Retirement Financial Group, Inc., an office of Baystate Financial

Boston, Massachusetts, United States

Overview

Daniel St Jean is an experienced Financial Advisor with Baystate Financial, specializing in retirement strategies, estate conservation, and business succession planning for a diverse clientele. He leverages his business education from the University of Massachusetts Lowell to help clients design, implement, and monitor their long-term financial objectives.

He serves on the Professional Advisory Committee for the Greater Lowell Community Foundation, demonstrating a commitment to philanthropy and community engagement in the Lowell area. This involvement aligns with his educational roots in the same city.

Unique fact: Daniel is a perennial qualifier for the Million Dollar Round Table, a global standard of excellence in the life insurance and financial services business.

Personality Overview

Risk-Taker

Candid & Clear

Impact-Driven

They are very proud of what they do.  They respond well to strong and respectful communication. More than the product, they care about the effectiveness of the product.

Topics They Care About

Retirement Planning
His primary focus is helping individuals and families plan for income accumulation and distribution during retirement.
Estate & Legacy Planning
Advises clients on estate conservation and legacy planning to protect their families and transfer wealth effectively.
Business Succession
A key specialty is advising entrepreneurs and corporations on business continuation and succession strategies.

Media Appearances

Daniel St. Jean Joins Baystate Financial - ADVISOR Magazine. Featured in ADVISOR Magazine

See Now

Work History

10-2017
Financial Advisor at Retirement Financial Group, Inc., an office of Baystate Financial
10-2017
Financial Advisor at Baystate Financial
12-2000 - 10-2017
Financial Advisor at Eagle Strategies LLC

Education

1980 - 1984
Business from University of Massachusetts Lowell

More Information

Social Presence :

Prographics :

Exp : 25 Location : Boston, Massachusetts, United States Job Level : N/A Designation : Financial Advisor at Retirement Financial Group, Inc., an office of Baystate Financial
URL has been copied!

Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Get to the point quickly instead of spending time doing small talk
  • Refer to testimonials from well-known industry leaders

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Avoid being a storyteller and don’t try to oversell
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Daniel

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They can take decisions very fast if you manage to convince them.
  • Can Daniel take some risk or not?

  • The risks don’t matter much to them.

You And Daniel

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.