David Kates

Partner at Lenox Advisors

📍 New York, New York, United States

David Kates is a Partner at Lenox Advisors in New York, specializing in holistic financial planning for high-net-worth clients. His expertise covers wealth management, estate planning, and designing sophisticated corporate executive benefit programs. He holds a Bachelor of Science degree from Lehigh University and has several professional designations, including CLU® and ChFC®.

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Experience

23 Years

Current Role

Partner

Location

New York, New York, United States

Personality Overview

How David shows up

Communication Style

Decision Approach

Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Priorities

Topics David cares about

Wealth Management

Focuses on providing estate, retirement, and asset management services for high and ultra-high net worth individuals and their families.

Executive Benefits

Designs comprehensive employee benefits, deferred compensation programs, and customized carve-out solutions for senior corporate executives.

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Career

Work history

3-2005

Partner

Lenox Advisors

9-2002 - 2-2005

Vice President

AXA Advisors

In the press

Media appearances

David Kates Named Partner at Lenox Advisors. Featured in PR Newswire

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Education

1988 - 1991

Lehigh University

1984 - 1987

Education details unavailable

Mamaroneck High School

Social presence

Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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How to run the call and the meeting
His cold-calling profile and exact script
How to write an email that lands
How to negotiate and close

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During a call or a meeting

Keep some extra margin in hand as they will likely negotiate the pricing

DON'T

Don’t depend too much on anecdotal evidence, it reduces their confidence

If you have a lower priced product compared to the competition, call out the same

Reveal the full meeting playbookFree. 10 seconds.

When cold calling

Pattern Interrupt: Speaking in a slightly hesitant manner, and seeking their permission at the start through a negation can get you a chance.

Pace: Speak slightly fast, especially if you tend to be calm and confident. Sound like a ‘knows their domain’ person.

Reveal the cold-call scriptFree. 10 seconds.

When writing an email

Subject: Objective

Length of mail: Short

Salutation: Yes ( Something usual). Greeting: No. Tone of words: Objective, informational. Bullet points: Recommended. Closing line: Logically summarize/ask. Complimentary close: None or formal. Overall messaging: Focused on allaying doubts and ROI

Reveal the full email formulaFree. 10 seconds.

Negotiating and closing

The secret to closing David fast: Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.

How fast will David move? If they have the information that they need, they can move fast at making their decisions.

Reveal the closing strategyFree. 10 seconds.

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