David Thompson, CLU,ChFC

Examiner
DISC Type : cs

Managing Director at Northwestern Mutual - Northwest Arkansas

Rogers, Arkansas, United States

Overview

David J. Thompson is a Wealth Management Advisor with Northwestern Mutual, specializing in estate and business planning. A Vanderbilt University graduate, he focuses on developing comprehensive financial security plans for clients in Northwest Arkansas and has held leadership roles including Managing Director and Field Director within the firm.

He is a multi-year recipient of the NAIFA Quality Award, recognized for excellence in financial advising, investments, life insurance, and annuities.

Personality Overview

Overcautious

Status Quo Seeker

Late Adopter

The only way to convince them is by showing them examples and ample proof.  They are thorough and always follow a systematic approach. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Financial Security
His stated mission is to provide clients with expert guidance to achieve a lifetime of financial security for their personal, family, or business needs.
Estate & Business Planning
This is listed as one of his primary specializations, helping clients create a game plan for their family's and business's future.
Investment Strategy
He actively shares market analysis and commentary on economic events, advising investors on how to navigate volatile markets.

Media Appearances

David has no verified media appearances

Work History

2-2008 - 12-2013
Managing Director at Northwestern Mutual - Northwest Arkansas
1-2004 - 2-2008
Field Director at Northwestern Mutual
1-1994
Financial Advisor - Estate and Business Planning Specialist at Northwestern Mutual

Education

Bachelors of Science from Vanderbilt University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Rogers, Arkansas, United States Job Level : Junior Designation : Managing Director at Northwestern Mutual - Northwest Arkansas
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from David

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can David take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And David

Personality Compatibility


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