Darren Trautmann

Organizer
DISC Type : Sd

Founder and Wealth Management Advisor at Emerald Wealth Management

Seattle, Washington, United States

Overview

Darren Trautmann is the Founder and Wealth Management Advisor at Emerald Wealth Management, with over 17 years of industry experience. A graduate of Azusa Pacific University in Business, he helps clients as their "household CFO" and was named a Forbes Best-in-State Wealth Advisor in 2024.

A lifelong resident of the Pacific Northwest, Darren lives in Bellevue with his wife, son, and daughter. He is passionate about his community, serving on the board for a youth sports camp and dedicating time to coaching his own childrens sports teams.

He has shared his financial expertise on the local news station, King 5, to reach a broader audience.

Personality Overview

Thoughtfully Quick

Strong-minded

Pleasant

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Legacy Creation
After 17 years as an advisor, he has spoken about the importance of creating a legacy, which is a central theme in his firm's work with clients.
Comprehensive Wealth Planning
His firm's philosophy is to act as a "household CFO, " reviewing every aspect of a client's wealth to develop a comprehensive plan that supports their goals.
Market Commentary
He personally authors his firm's market commentary, analyzing recent performance and sharing his thoughts on what lies ahead for the economy and investors.

Media Appearances

Darren has no verified media appearances

Work History

5-2020
Founder and Wealth Management Advisor at Emerald Wealth Management
1-2008
Wealth Management Advisor at Northwestern Mutual
Office Admin at Trautmann Maher

Education

Business from Azusa Pacific University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Seattle, Washington, United States Job Level : Leadership Designation : Founder and Wealth Management Advisor at Emerald Wealth Management
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Insights For Selling To Darren

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Darren is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Darren

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Darren move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Darren take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Darren

Personality Compatibility


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