Dennis Burbank, CFP®

Evaluator
DISC Type : sdc

~ at Northwestern Mutual

Arcadia, Oklahoma, United States

Overview

Dennis is an award-winning Financial Advisor and CFP® professional with Northwestern Mutual in Oklahoma City. An alumnus of Oklahoma State University, he is recognized in the top 1% of financial advisors globally ("Million Dollar Round Table") and by Forbes. He specializes in creating financial strategies for coaches, sports marketers, and business owners.

Outside of finance, Dennis has a deep-rooted passion for sports, stemming from his time as a two-sport NCAA athlete at Oklahoma State and a former professional baseball player. He is actively involved in community sports associations and the OSU Alumni Association. He and his wife enjoy scuba diving, traveling, and supporting their childrens athletic activities.

Unique fact: Dennis was drafted three times by Major League Baseball and played professional baseball in the New York Yankees organization.

Personality Overview

Thorough Evaluator

Fast But Analytical

Quality Focused

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Planning for Athletes
His practice focuses on serving coaches and sports marketers, bridging his past career in professional sports with his current expertise in finance.
College Athletics
Was a two-sport athlete (baseball and basketball) at Oklahoma State University, playing in the NCAA College World Series and the NCAA Basketball Tournament.
Client Financial Literacy
Frequently posts educational content to help clients understand complex financial topics like tax planning, budgeting for a new child, and saving for a home.

Media Appearances

Dennis has no verified media appearances

Work History

~ at Northwestern Mutual
~ at Miami HEAT
~ at Takeda Pharmaceuticals
~ at Mandalay Sports & Entertainment
~ at Trus Joist MacMillan

Education

1989 - 1992
Bachelor's degree from Oklahoma State University
1987 - 1988
Political Science from Pepperdine University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Arcadia, Oklahoma, United States Job Level : N/A Designation : ~ at Northwestern Mutual
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Insights For Selling To Dennis

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dennis is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Dennis

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Dennis move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Dennis take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Dennis

Personality Compatibility


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