David S. Silver, CFP®, CEPA®

Evaluator
DISC Type : dsc

CEO/President at Instrumental Wealth

United States

Overview

David has no verified overview

Personality Overview

Quality Focused

Thorough Evaluator

Hard To Convince

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

10-2020
CEO/President at Instrumental Wealth
10-2020
Wealth Management Advisor at Northwestern Mutual Financial Network

Education

2001 - 2005
Bachelor of Science (B.S.) from University of Tampa - John H. Sykes College of Business

More Information

Social Presence :

Prographics :

Exp : 5 Location : United States Job Level : N/A Designation : CEO/President at Instrumental Wealth
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Insights For Selling To David S.

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David S. is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from David S.

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will David S. move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can David S. take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And David S.

Personality Compatibility


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