David Mann

Examiner
DISC Type : cs

Associate Wealth Management Advisor at Northwestern Mutual

Denver, Colorado, United States

Overview

David is an Associate Wealth Management Advisor at Northwestern Mutual with a diverse background that includes roles in operations and new business development. He holds Series 6 and 7 certifications and earned a degree in Marketing from Metropolitan State University of Denver.

He appears to be a supportive friend who takes an active interest in the ventures of those in his network, such as promoting a friends new business startup.

Unique fact: He transitioned his career from advertising and marketing into the financial services industry.

Personality Overview

Overcautious

Late Adopter

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  They do not like taking risks at all and go for proven options in the end. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Wealth Management
His entire career at Northwestern Mutual has been dedicated to roles in financial advising and wealth management for clients.
Business Development
He has prior experience as a New Business Development Manager, indicating a skill set in growth and market expansion.
Supporting Startups
Shows an interest in entrepreneurship by publicly supporting friends who are starting new businesses.

Media Appearances

David has no verified media appearances

Work History

3-2022
Associate Wealth Management Advisor at Northwestern Mutual
11-2019 - 3-2022
Director Of Operations at Northwestern Mutual
7-2019 - 11-2019
New Business Development Manager at FIG Advertising + Marketing
1-2018 - 4-2019
Lead Advisor at Northwestern Mutual
5-2013 - 4-2019
Financial Advisor at Northwestern Mutual

Education

2010 - 2015
Marketing from Metropolitan State University of Denver

More Information

Social Presence :

Prographics :

Exp : 12 Location : Denver, Colorado, United States Job Level : N/A Designation : Associate Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from David

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can David take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And David

Personality Compatibility


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