David Orsolino

Examiner
DISC Type : cs

CFP®(CERTIFIED FINANCIAL PLANNER) at Strategies for Wealth

New York City Metropolitan Area, United States

Overview

David Orsolino is a CERTIFIED FINANCIAL PLANNER™ at Strategies for Wealth with 20 years of experience. He uses a protection-first philosophy to help clients build wealth and has been repeatedly named to the Forbes Best-in-State Financial Security Professionals list for New York.

Outside of work, David is a family man who resides in Roslyn, NY, with his wife and two daughters. He is passionate about sports, particularly golf and basketball, and is actively involved in his community as a coach for his daughters sports teams.

For three consecutive years, he has been recognized by Forbes as a Best-In-State Financial Security Professional.

Personality Overview

Status Quo Seeker

Process Oriented

Late Adopter

They are thorough and always follow a systematic approach.  Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Holistic Financial Planning
Emphasizes a "protection first philosophy" to maximize all areas of a client's financial life, including assets, liabilities, and cash flow.
Financial Education
States that his core intention is to educate people about what is possible and increase overall financial awareness.
Estate Management
Shares content on the importance of having documents like a will to properly manage and protect one's estate.

Media Appearances

David has no verified media appearances

Work History

10-2005
CFP®(CERTIFIED FINANCIAL PLANNER) at Strategies for Wealth
6-2002 - 9-2005
Vice President at McGinn Smith & Co. Inc.
8-1998 - 5-2001
assistant trader at josenthal

Education

1992 - 1996
Bachelor of Science (B.S.) from University of North Carolina at Greensboro

More Information

Social Presence :

Prographics :

Exp : 26 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : CFP®(CERTIFIED FINANCIAL PLANNER) at Strategies for Wealth
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions

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 don’t say no often, they push out the decisions or keep going around in circles.

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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