David Pugh, ChFC®

Enthusiast
DISC Type : i

Wealth Advisor at The Burzynski Group

Livonia, Michigan, United States

Overview

David has no verified overview

Personality Overview

Story Driven

Optimistic

Consensus Focused

Unlike D or C types, they are convinced more by stories and testimonials.  They are more about building relationships than just cutting deals. They are generally friendly, so be careful when relying on their word.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

8-2023
Wealth Advisor at The Burzynski Group
5-2022 - 8-2023
Financial Advisor at Prudential Financial
9-2019 - 10-2020
Agency Owner at State Farm ®
9-2019 - 10-2020
Chief Executive Officer & Owner at D Pugh Iinsurance
2-2014 - 8-2019
Senior Agency Field Specialist at State Farm ®

Education

2006 - 2010
Bachelor of Science from Central Michigan University
2016 - 2018
Chartered Financial Consultant (ChFC®) from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 16 Location : Livonia, Michigan, United States Job Level : N/A Designation : Wealth Advisor at The Burzynski Group
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Speak from experience about success that the product has seen with other customers
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from David

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will David move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can David take some risk or not?

  • If it seems really necessary, they can take small risks.

You And David

Personality Compatibility


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