David Pergande

Critic
DISC Type : C

Producer Development Manager at M Financial Group

Austin, Texas, United States

Overview

David Pergande is a Producer Development Manager at M Financial Group, focusing on coaching the next generation of financial advisors. With a background as a financial advisor and planning consultant, he leverages his Bachelor of Science from the University of Wisconsin-La Crosse to develop effective business and marketing plans.

He shows a keen interest in the intersection of technology and finance, particularly the practical applications and limitations of AI like ChatGPT. David actively follows and shares insights on macroeconomic events, such as U. S. credit rating changes, and contemplates the philosophical differences between being rich and being wealthy.

A client once told him he helped her stop letting her bank account make decisions for her, which he considers the greatest compliment hes ever received.

Personality Overview

ROI Driven

Objective Thinker

Information Seeker

They prefer to do logical analysis and value evidence over emotions.  They enjoy working alone and do not rely on others very often. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Next-Gen Advisor Development
His current role is dedicated to coaching, mentoring, and developing the next generation of financial advisors at his firm.
Client Financial Empowerment
Shared a story about a client's transformation from being controlled by her finances to making her own decisions as his most valued professional compliment.
AI's Practical Impact
He has publicly shared articles and thoughts on the value and limitations of AI tools like ChatGPT, questioning their practical application in daily life.

Media Appearances

David has no verified media appearances

Work History

3-2024
Producer Development Manager at M Financial Group
2022 - 3-2024
Financial Advisor at Hilltop Securities Inc.
2021 - 2022
Financial Planning Consultant at Hilltop Securities Inc.
2015 - 2020
Regional Vice President at Ash Brokerage
7-2013 - 10-2015
Senior Sales Rep, Internal Wholesaler at Lincoln Financial Distributors

Education

2008 - 2012
Bachelor of Science from University of Wisconsin-La Crosse
9-2004 - 5-2008
Education details unavailable from DC Everest High School

More Information

Social Presence :

Prographics :

Exp : 13 Location : Austin, Texas, United States Job Level : Middle Designation : Producer Development Manager at M Financial Group
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from David

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will David move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can David take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And David

Personality Compatibility


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