David Singh

Collaborator
DISC Type : si

Academic Director at The Weath Management Institute of Canada

Toronto, Ontario, Canada

Overview

David is an accomplished financial professional and educator, currently serving as an Academic Director. His career began at Investors Group where he was named “Rookie of the Year. ” He is a Chartered Financial Planner with degrees from York University and George Brown College and has authored seven books on financial well-being.

Originally from Guyana where he was a teacher, David moved to Canada in 1974. He is an active community leader in Toronto, having served on the Board of Governors for George Brown College and co-chaired events for the Canada India Foundation. He is passionate about mentoring young people.

He is a recipient of the Ontario Premier’s Award in recognition of his achievements as an outstanding graduate.

Personality Overview

Consensus Builder

Example Driven

Appreciative

Win-win scenarios can appeal strongly to them.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to go for proven solutions.

Topics They Care About

Financial Literacy
He has authored seven books aimed at helping people achieve financial success, including "Take Control of Your Financial Destiny" and "Learn How To Get Rich. "
Wealth Management
As a Chartered Financial Planner and founder of a successful financial firm, his career is dedicated to wealth management principles and education.
Entrepreneurial Resilience
After losing his investments in the 1987 market crash, he used the experience as motivation to found his own successful company, Fortune Financial Management Inc.

Media Appearances

David has no verified media appearances

Work History

Academic Director at The Weath Management Institute of Canada

Education

1983 - 1987
Bachelor of Business Administration (B.B.A.) from York University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Toronto, Ontario, Canada Job Level : Mid-senior Designation : Academic Director at The Weath Management Institute of Canada
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • If possible, involve their colleagues in the sales process
  • Show them how they look good by making this decision
  • Use phrases like ‘trust me when’, ‘your team will love’ etc.

DONT's

  • Don’t ask too many questions that sound too dry and objective
  • Don’t push them to make decisions very fast, let them take their time
  • Don’t get into excessive details unless prompted

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from David

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can David take some risk or not?

  • They are unlikely to take many risks.

You And David

Personality Compatibility


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