David Kon

Critic
DISC Type : C

Chief Executive Officer and Co-Founder at WealthFluent

Denver Metropolitan Area, United States

Overview

David has no verified overview

Personality Overview

Information Seeker

Critic

ROI Driven

They prefer to do logical analysis and value evidence over emotions.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

3-2022
Chief Executive Officer and Co-Founder at WealthFluent
12-2014 - 3-2022
Chief Data Officer at NISA Investment Advisors, L.L.C.
4-2012 - 11-2014
Senior Manager, Information Technology at NISA Investment Advisors, L.L.C.
1-2011 - 4-2012
Collaboration Technologies Architect at Vail Resorts
5-2006 - 1-2011
Vice President, Information Management and Enterprise Reporting at Amundi US

Education

2001 - 2005
Business from University of Colorado Boulder
2001 - 2005
BS from University of Colorado Boulder - Leeds School of Business

More Information

Social Presence :

Prographics :

Exp : 19 Location : Denver Metropolitan Area, United States Job Level : Leadership Designation : Chief Executive Officer and Co-Founder at WealthFluent
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Don’t try too hard to build a relationship with them
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from David

  • It is not very hard for them to say no if they are not convinced about the 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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