David Miller

Questioner
DISC Type : c

Wealth Management Advisor at Northwestern Mutual

Walnut Creek, California, United States

Overview

David Miller is a Wealth Management Advisor at Northwestern Mutual, where he specializes in financial planning for corporate leaders and executives. A graduate of Saint Marys College of California, he previously won a National Exceptional Achievement Award, ranking 5th in the nation out of over 130 dealerships in a prior role. Colleagues describe him as having an outstanding work ethic and dedication.

He won a National Exceptional Achievement Award based on sales, profitability, and customer service scores.

Personality Overview

Not Easily Convinced

Price-Sensitive

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.


Topics They Care About

Planning for Executives
His practice is focused on providing financial, investment, tax, and wealth strategies for VPs, Directors, and Senior Executives in the software and retail sectors.
Revenue Growth
In a previous role, he successfully increased per-sale profit by over 100% and grew one-year profit by nearly $1 million.
Team Mentorship
Previously mentored team members at Enterprise Car Sales, successfully guiding one colleague from a consultant role to a management position.

Media Appearances

This year, I'm grateful for financial plans that can be catered .... Featured in Facebook (Northwestern Mutual page)

See Now

Work History

2-2026
Wealth Management Advisor at Northwestern Mutual
10-2020
Financial Advisor at Northwestern Mutual
2-2019 - 4-2020
Finance Manager at Enterprise Car Sales
8-2016 - 1-2019
Finance Manager at Enterprise Car Sales
1-2012 - 8-2016
Area Manager at Enterprise Car Sales

Education

1998 - 2001
Bachelor of Science - BS from Saint Mary's College of California
1997 - 1998
Education details unavailable from Diablo Valley College

More Information

Social Presence :

Prographics :

Exp : 24 Location : Walnut Creek, California, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from David

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will David move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can David take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And David

Personality Compatibility


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