David Wright, WMS

Captain
DISC Type : DS

Founder at RetireWise Pro Technologies

Detroit Metropolitan Area, United States

Overview

David Wright is a founder of three companies, including RetireWise Pro Technologies, an AI-augmented retirement planning platform. A former FMO executive, he specializes in optimizing sales systems for financial advisors and holds a Series 65 license. He leverages his background in distribution to build technology that enhances advisor performance and client clarity.

Based in Saline, Michigan, David co-founded the family-owned Northern Lakes Insurance & Wealth. He enjoys outdoor recreation, mentioning in a post that he was packing up his four-wheelers to head north for a weekend, a popular pastime for Michigan residents. He balances his entrepreneurial ventures with personal time and home life.

He built a virtual insurance and wealth practice from the ground up, designed to operate efficiently at scale through a digital-first infrastructure.

Personality Overview

Long-Term Thinker

Dynamic But Sincere

Consummate Professional

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Advisor Technology
He founded RetireWise Pro, an AI-augmented sales platform, and built his insurance practice on a digital infrastructure to operate as a virtual firm.
Retirement Planning
His career focuses on what moves the needle in retirement planning, including annuity production, closing efficiency, case size growth, and providing client clarity.
Digital Lead Generation
As the founder of Rezerv.info, a lead generation company, he is directly involved in creating digital advertising to drive business growth.

Media Appearances

David has no verified media appearances

Work History

1-2026
Founder at RetireWise Pro Technologies
1-2026
Founder at Rezerv.info
8-2023
Insurance Broker at Diversity Insurance
8-2023
Insurance Broker at Wellcare Medicare
8-2023
Founder at Northern Lakes Insurance & Wealth

Education

Life & Health from Kaplan University
1-2017 - 1-2019
Series 65 from Kaplan University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Detroit Metropolitan Area, United States Job Level : Leadership Designation : Founder at RetireWise Pro Technologies
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from David

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can David take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And David

Personality Compatibility


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