David Turnbull

Examiner
DISC Type : cs

SVP, Head of Private Company Advisory at IG Wealth Management

London, Ontario, Canada

Overview

David has no verified overview

Personality Overview

Status Quo Seeker

Late Adopter

Overcautious

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

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

6-2023
SVP, Head of Private Company Advisory at IG Wealth Management
12-2019 - 6-2023
Head of Private Company Advisory at Manulife
1-2018
Faculty Member (Part-Time) at Ivey Business School at Western University
11-2015 - 3-2017
Senior Vice President Business Development at Crown Capital Partners Inc.
3-2010 - 4-2020
Chairman of the Audit Committee and Board Member at B.E.S.T Funds

Education

1994 - 1996
MBA from Ivey Business School at Western University
1987 - 1990
BA from Western University

More Information

Social Presence :

Prographics :

Exp : 33 Location : London, Ontario, Canada Job Level : Leadership Designation : SVP, Head of Private Company Advisory at IG Wealth Management
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Insights For Selling To David

During A Call Or A Meeting

DO's

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

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from David

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can David take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And David

Personality Compatibility


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