David Harris

Critic
DISC Type : C

Wealth Advisor at STATERA Wealth Management (Balance, Quality, Value)

St George, Utah, United States

Overview

David has no verified overview

Personality Overview

Negotiator

Precise

Information Seeker

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They like to take decisions independently and do not seek others' support often.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

1-2015
Wealth Advisor at STATERA Wealth Management (Balance, Quality, Value)
5-2006 - 1-2015
Financial Professional at Private Wealth Management
11-1996 - 12-2006
Telephony Manager and Network Administrator at IBM

Education

2015 - 2018
Business and Personal/Financial Services| Retirement planning and Bussiness Succession from The American College of Financial Services
1998 - 1999
Computer and Information Sciences and Support Services from Regis University

More Information

Social Presence :

Prographics :

Exp : 29 Location : St George, Utah, United States Job Level : N/A Designation : Wealth Advisor at STATERA Wealth Management (Balance, Quality, Value)
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready for penetrating questions and critical examination of your pitch
  • Tell them what ROI they can expect

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from David

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will David move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can David take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And David

Personality Compatibility


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