David Darlington

Critic
DISC Type : C

Wealth Management Advisor at Northwestern Mutual

Lincoln, Nebraska Metropolitan Area, United States

Overview

David Darlington is a highly-credentialed Wealth Management Advisor with Northwestern Mutual, recognized by Forbes as a top financial security professional in Nebraska. With nearly 30 years of experience, he holds CFP and CLU designations and specializes in helping families and businesses with comprehensive financial, estate, and business planning.

Outside of work, David has been married to his wife, Megan, for over 36 years. They enjoy traveling the world together and are both active members of their church, Lincoln Berean. David and Megan have two grown children, a son, Taylor, and a daughter, Elise.

He is a US Army veteran who served as a commissioned Army Aviation officer, pilot, and platoon leader.

Personality Overview

Information Seeker

Objective Thinker

Critic

They don’t appreciate bells and whistles unless backed by data.  They like to do things independently and don’t look for support from others. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Generational Wealth
His practice focuses on passing wealth to the next generation, and his team is named "DWE Generations, " reflecting a core mission of creating lasting family legacies.
Business & Estate Planning
He is noted as being one of only two designated Estate and Business Planning Specialists in the state of Nebraska, indicating a high level of expertise in this area.
Holistic Financial Planning
His approach involves aligning every aspect of financial advice and management with a client's specific goals, from asset growth to tax minimization strategies.

Media Appearances

David has no verified media appearances

Work History

10-1996
Wealth Management Advisor at Northwestern Mutual
7-1994 - 7-1996
General Manager at Pilot Travel Centers
9-1988 - 8-1994
Commissioned Officer, Army Aviation at US Army

Education

Master's Degree from The American College of Financial Services
1990 - 1993
MBA from Regis University

More Information

Social Presence :

Prographics :

Exp : 37 Location : Lincoln, Nebraska Metropolitan Area, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Be formal and objective, they will appreciate it more
  • Tell them what ROI they can expect

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Do not use very emotional or colorful language
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from David

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can David take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And David

Personality Compatibility


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