David McIntosh

Inspirer
DISC Type : di

Founding Partner & Wealth Management Advisor at True Wealth Partners

Nashville, Tennessee, United States

Overview

David has no verified overview

Personality Overview

Achievment Oriented

Generous

Charming & Persuasive

They usually prefer to drive the conversation.  They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

1-2022
Founding Partner & Wealth Management Advisor at True Wealth Partners
4-2010
Wealth Management Advisor at Northwestern Mutual
6-2009 - 2-2010
Consultant at Blanton Entertainment
6-2008 - 8-2008
MBA Intern at PharmMD
2005 - 2007
Program Manager at Nike

Education

2007 - 2009
MBA from Vanderbilt University Owen Graduate School of Management
1999 - 2003
BSBA from UNC Kenan-Flagler Business School

More Information

Social Presence :

Prographics :

Exp : 21 Location : Nashville, Tennessee, United States Job Level : N/A Designation : Founding Partner & Wealth Management Advisor at True Wealth Partners
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Get them to a point where they are ready to bat for your product internally
  • Acknowledge their status and position during the conversation
  • Clearly address the competitive aspects

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t be very informal even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from David

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will David move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can David take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And David

Personality Compatibility


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