David Foxx

Go-getter
DISC Type : d

Business Owner at BFI - Be financially informed

Metropolitan Fresno, United States

Overview

David Foxx is a Financial Education Specialist and the founder of BFI - Be financially informed, where he focuses on building tax-free retirement plans and generational wealth for families and entrepreneurs. A graduate of California State University, Fresno, he is described by others as knowledgeable, a great partner, and a good listener who takes a human approach to leadership.

David is deeply involved in promoting financial literacy through creative means. He is a passionate mentor for the next generation of financial leaders and is seen by peers as a dedicated husband, father, and friend who is committed to his community.

He served as an Executive Producer and financier for the Financial Literacy Film Festival, combining entertainment with education to make financial topics more accessible.

Personality Overview

Challenger

Decisive

Self-Confident

They respond well to confident salespeople.  They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Tax-Free Retirement
His professional focus is on helping families and entrepreneurs build wealth through tax-advantaged strategies for retirement.
Financial "EDUtainment"
He is actively involved with the Financial Literacy Film Festival, using media and entertainment to make financial education more engaging and accessible for the community.
Generational Wealth
A core part of his professional mission is helping clients create lasting legacies and protect their assets for future generations.

Media Appearances

David has no verified media appearances

Work History

10-2018
Business Owner at BFI - Be financially informed
8-2019
Executive Producer at Fulton Film Company
10-2010 - 7-2018
Area Development Manager at Chipotle Mexican Grill

Education

1995 - 1999
Bachelor's degree -Business from California State University, Fresno

More Information

Social Presence :

Prographics :

Exp : 14 Location : Metropolitan Fresno, United States Job Level : Junior Designation : Business Owner at BFI - Be financially informed
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Be crisp while making the pitch

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from David

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will David move?

  • Their decision making speed is somewhere in the middle.
  • Can David take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And David

Personality Compatibility


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