David Venn

Examiner
DISC Type : cs

Managing Director at Venn Wealth Management Ltd

Heswall, England, United Kingdom

Overview

David has no verified overview

Personality Overview

Tough To Convince

Status Quo Seeker

Process Oriented

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

9-2025
Managing Director at Venn Wealth Management Ltd
7-2023 - 4-2025
Chartered Financial Planner at Kingswood
2-2010 - 4-2025
Chartered Financial Planner at JFP Financial Services Ltd
5-2004 - 9-2011
Bar Staff / Supervisor at Revolution Vodka Bars
8-2007 - 2-2010
Technical Paraplanner at Jones Sheridan Financial Consulting

Education

2000 - 2003
BA (Hons) from University of Staffordshire

More Information

Social Presence :

Prographics :

Exp : 21 Location : Heswall, England, United Kingdom Job Level : Mid-senior Designation : Managing Director at Venn Wealth Management Ltd
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

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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