Danny Holladay CFP® MBA

Examiner
DISC Type : cs

Member firm at Valmark Financial Group

Littleton, Colorado, United States

Overview

Danny is a Managing Partner and Director of Investments at I. D. Wealth with 24 years of experience in financial services. He specializes in complex financial planning for business owners, medical practices, and high-net-worth individuals, drawing upon his MBA from the University of Colorado Denver.

His academic background includes a degree in Industrial/Organizational Psychology from the University of Georgia, suggesting an interest in human behavior and organizational dynamics. He is currently focused on expanding his team in both the Denver and Colorado Springs markets.

Before his career in wealth management, Danny gained experience in the wholesale mortgage banking and real estate industries.

Personality Overview

Process Oriented

Unexpressive

Late Adopter

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Complex Financial Planning
His firm specializes in addressing the complex financial needs of business owners, medical practices, and high-net-worth families.
Business Development
Actively hiring for and promoting his firm's presence in both the Denver and Colorado Springs markets, indicating a focus on regional growth.
Organizational Psychology
Holds a Bachelor's degree in Industrial/Organizational Psychology, which may influence his approach to team management and client relationships.

Media Appearances

Danny has no verified media appearances

Work History

6-2020
Member firm at Valmark Financial Group
1-2017
Managing Partner, Director of Investments at ID Wealth
10-2007 - 1-2017
Financial Planner, Investment Specialist at Centennial State Financial - MassMutual Financial Group
9-2003 - 8-2007
Area Manager at GreenPoint Financial / Capital One Financial
2-2002 - 9-2003
Account Executive at GreenPoint Financial / North Fork Bank

Education

Bachelor of Arts - BA from University of Georgia - Franklin College of Arts and Sciences
2000 - 2003
MBA from University of Colorado Denver

More Information

Social Presence :

Prographics :

Exp : 29 Location : Littleton, Colorado, United States Job Level : Mid-senior Designation : Member firm at Valmark Financial Group
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Insights For Selling To Danny

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Danny is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Danny

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Danny move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Danny take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Danny

Personality Compatibility


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