David Palkovitz, CFP®

Doer
DISC Type : sd

WEALTH MANAGEMENT ADVISOR AT Apollon Wealth Management at Apollon Wealth Management, LLC

Lexington County, South Carolina, United States

Overview

David has no verified overview

Personality Overview

Risk-Accepting

Strategic Planner

Long-term Focused

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

2-2020
WEALTH MANAGEMENT ADVISOR AT Apollon Wealth Management at Apollon Wealth Management, LLC
5-2015 - 2-2020
Account Executive at The Braddock Group of Janney Montgomery Scott, LLC
10-2014 - 5-2015
Financial Advisor at The Braddock Group of Janney Montgomery Scott, LLC
7-2013 - 9-2014
Registered Representative at New York Life Insurance Company
1-2012 - 12-2012
Local Committee President at AIESEC McGill

Education

2010 - 2013
BA from McGill University

More Information

Social Presence :

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Exp : 14 Location : Lexington County, South Carolina, United States Job Level : N/A Designation : WEALTH MANAGEMENT ADVISOR AT Apollon Wealth Management at Apollon Wealth Management, LLC
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from David

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can David take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And David

Personality Compatibility


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