David Hunter, CFP®

Examiner
DISC Type : sc

President at Horizons Wealth Management, Inc.

Asheville, North Carolina, United States

Overview

David has no verified overview

Personality Overview

Tough To Convince

Status Quo Seeker

Process Oriented

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They are thorough and always follow a systematic approach. Being observant comes to them naturally.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

1-2007
President at Horizons Wealth Management, Inc.

Education

1997 - 2001
Bachelor of Business Administration (BBA) from Western Carolina University
Education details unavailable from Brevard High School

More Information

Social Presence :

Prographics :

Exp : 19 Location : Asheville, North Carolina, United States Job Level : N/A Designation : President at Horizons Wealth Management, Inc.

Interested in

Sports

WCU Football Team

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Insights For Selling To David

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from David

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can David take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And David

Personality Compatibility


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