David C. Mann, CLU®, CFP®

Questioner
DISC Type : c

Wealth Management Advisor at Northwestern Mutual

Las Vegas, Nevada, United States

Overview

David is a veteran Wealth Management Advisor at Northwestern Mutual with over 25 years of experience. He holds CLU® and CFP® certifications, specializing in creating financial plans for physicians, business owners, and affluent families, and has been recognized by Forbes as a Top Financial Security Professional in Nevada.

Originally from Chicago, David moved to Las Vegas in 1998 with his wife, Jennifer, and they have three sons. He enjoys watching his sons sporting events, including track, baseball, and basketball, and also likes to work out and play golf with friends and clients.

He partnered with the Starlight Childrens Foundation to remodel the pediatric playroom at Summerlin Hospital.

Personality Overview

Cautious & Analytical

Value Seeker

Systematic

It is quite likely of them to ask for pricing or other concessions.  They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Holistic Financial Planning
With CLU® and CFP® designations, he focuses on creating comprehensive, needs-based financial plans for high-net-worth individuals and their families.
Business & Estate Planning
He advises successful business owners and attorneys on strategies for growth, protection, and wealth transfer.
Childhood Causes
He actively supports children's charities, including remodeling a hospital playroom for the Starlight Children's Foundation and fundraising for Alex's Lemonade Stand.

Media Appearances

David has no verified media appearances

Work History

1-1998
Wealth Management Advisor at Northwestern Mutual

Education

David has no verified education history

More Information

Social Presence :

Prographics :

Exp : 27 Location : Las Vegas, Nevada, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To David C.

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David C. is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from David C.

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will David C. move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can David C. take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And David C.

Personality Compatibility


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